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secure act 2.0 summary
Income Taxes and Tax Planning

Secure Act 2.0 Summary – Improved Ways to Save

What is the SECURE Act 2.0 status? It’s now official! After two years of negotiations, the SECURE Act 2.0 passed as part of a historic $1.7 trillion spending package at year-end 2020—akin to its predecessor...
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Financial Planning

Is Financial Planning Different For Women
Financial Planning

Is Financial Planning Different for Women?

Is financial planning different for women? No…and also yes. The financial industry is one that is still firmly dominated by male advisors, so as a female advisor, I’m often asked how financial planning differs for...
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Financial Planning

Do Your Finances Align With Your Values?

How well do you know your own financial picture? Want to get a better understanding of where you stand and how to improve? Where do you even begin? Sometimes, diving into your own financial situation...
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Financial Planning

What Does Giving Mean To You?

As the holiday season approaches, many of our clients are thinking of gifts. As you approach budgeting and planning for gifts of all sorts and sizes, it’s important to first think about what GIVING means...
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Financial Planning

Looking Back at Q3, and Getting Comfortable with Uncertainty

Looking Back at Q3, and Getting Comfortable with Uncertainty Well, it’s official. Third quarter has ended in bear market territory across multiple markets. To place that news in meaningful context, we pose two questions:Looking Back...
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130 Admiral Cochrane Dr. #200
Annapolis, MD 21401

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(410) 224-0097

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