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Maryland Tax Elimination Act – New Retiree Tax Savings
Income Taxes and Tax Planning

Maryland Tax Elimination Act – New Retiree Tax Savings

Maryland Tax Elimination Act The Maryland retirement tax elimination act of 2022, which faced significant barriers, was signed into law by Governor Larry Hogan, and contained tax relief offering the largest tax cut package for...
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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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Secure Act 2.0 Summary – Improved Ways to Save
Income Taxes and Tax Planning, Retirement 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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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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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: Essential Tips to Help You Choose
Financial Education

Fiduciary Financial Advisor: Essential Tips to Help You Choose

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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Financial Values: 6 Ways to Determine Your Values
Financial Planning

Financial Values: 6 Ways to Determine Your Values

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
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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Annapolis, MD 21401

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