Hurricane Harvey Relief Drive
The massive flooding in southeast Texas has created a tremendous loss beyond which any of us could expect to handle. Most of Houston and the surrounding area is covered in water. Basic needs like clothing, shoes, blankets, basic games for kids, diapers, coats, socks, etc. are desperately needed.
Please come by during our regular business hours (Monday-Friday 9:00am - 5:00pm) and drop off supplies We will also have totes on the front porch of the office (5526 Adamstown Commons Dr., Adamstown, MD 21710) for collection donations after hours. Please come by and drop off what you can spare – items you think will be needed by the flood victims. As the totes fill, we will take to the local Red Cross for delivery to the flood zone.
Thank you for thinking of your fellow citizens. While many of us can’t be there to physically help, this is something we can do quickly and easily and hopefully provide quick relief to those in need.
If you cannot drop by donations, please help with a cash donation on the Red Cross Website. The link is provided below.
The Staff of Wealth Management Institute, Ltd.
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.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Try these activities to keep your brain sharp.
Here’s a guide to explain all the parts of Medicare.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
As our nation ages, many Americans are turning their attention to caring for aging parents.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
It's easy to let investments accumulate like old receipts in a junk drawer.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Agent Jane Bond is on the case, cracking the code on bonds.
You’ve made investments your whole life. Work with us to help make the most of them.