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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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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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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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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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 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,...
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What are your Financial 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? Everyone has...
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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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