IMAGINE HAVING A PERSONAL CFO,TO GUIDE YOU THROUGH ALL OF LIFE'S MILESTONES.
Financial independence. Children’s college education. Successful business transition. Comfortable retirement. These objectives are dreams that most of us share and work a lifetime to achieve. But best intentions and even hard work can fall short of these goals without sound and professional financial planning.
The Wealth Management Institute’s mission is to help our clients reach these milestones through a variety of investment, tax, insurance, and estate strategies in a productive way, custom designed for their unique individual needs.
Thank you to David Price of the National Museum of Civil War Medicine for giving a wonderful speech at our client appreciation event on December 15th at Maryland National Golf Club.
If you are interested in more information,attending the museum, or donating, visit their website here.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Simple steps may help you foil hackers and protect your privacy.
Do you know where the idea of “retirement” comes from?
Understanding how a stock works is key to understanding your investments.
How long does a $20 bill last?
Read this overview to learn how financial advisors are compensated.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess whether you are running “in the black” or “in the red” each month.
Assess how many days you'll work to pay your federal tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Even low inflation rates can pose a threat to investment returns.
Recent changes in estate tax laws could affect the strategy you have in place.
Here are five facts about Social Security that might surprise you.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
There are three things to consider before dipping into retirement savings to pay for college.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.