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Secure Act 2.0 Summary – Improved Ways to Save
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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All PostsEducation PlanningFinancial EducationFinancial PlanningIncome Taxes and Tax PlanningRetirement PlanningTrending Topics
Maryland Itemized Deductions 2021 – Maximize Tax Savings
Income Taxes and Tax Planning

Maryland Itemized Deductions 2021 – Maximize Tax Savings

Introduction: Maryland Itemized Deductions 2021 As part of our wealth management services for our clients, we review their previous year’s tax returns and project future taxes to identify missed tax savings and tax planning strategies...
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2023 Retirement Contribution Limits – Timely Updates
Income Taxes and Tax Planning, Retirement Planning

2023 Retirement Contribution Limits – Timely Updates

What are the updated 2023 retirement contribution limits? Retirement plan contribution limits for different retirement accounts are key in managing your future financial security. With this in mind, it’s important to stay abreast of changes...
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How To Prepare Financially for 2023
Financial Education, Income Taxes and Tax Planning, Trending Topics

How To Prepare Financially for 2023

On Your Mark, Get Set for 2023… And Go! To say the least, there’s been plenty of political, financial, and economic activity this year—from rising interest rates to elevated inflation to ongoing market turmoil. How...
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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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Holistic Financial Planner – Know the Powerful Benefits
Financial Education

Holistic Financial Planner – Know the Powerful Benefits

Introduction The financial services industry is chock full of misleading labels and ambiguous definitions. We are often asked: What is the difference between Advisors/Planners, Investment Managers, Brokers/Agents, and a Holistic Financial Planner? I’m grateful when...
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Fiduciary Financial Advisor – Why Fiduciary Matters!
Financial Education

Fiduciary Financial Advisor – Why Fiduciary Matters!

Introduction What is a fiduciary financial advisor, and why should you insist on working with a fiduciary? This is a challenging subject, indeed. First, the stakes are high. The quality of your selection, or lack...
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Medicare IRMAA 2023 Updates: What You Need to Know
Income Taxes and Tax Planning

Medicare IRMAA 2023 Updates: What You Need to Know

Introduction: Understanding Medicare IRMAA 2023 Updates Did you receive an updated Social Security benefits statement and notice extra premiums for your Medicare Part B & D coverages? If so, you’re not alone, as 7% of...
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The Best 529 Plan for Maryland Residents
Education Planning

The Best 529 Plan for Maryland Residents

The Maryland 529 Plan What is the best 529 plan for Maryland residents? It’s a question we get often from our clients here at RCS. Maryland offers residents an excellent 529 plan, the Senator Edward...
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The Maryland Retirement Tax Reduction Act – New Tax Savings
Income Taxes and Tax Planning, Retirement Planning

The Maryland Retirement Tax Reduction Act – New Tax Savings

The Maryland Retirement Tax Elimination Act The Maryland Retirement Tax Reduction Act, signed into law by Governor Larry Hogan, is a tax relief package offering a tax credit for retirees. The tax credit is available...
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Annapolis, MD 21401

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