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.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
It's important to understand how inflation is reported and how it can affect investments.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
The latest trends in travel reflect a rich menu of exciting new possibilities.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much you have the potential to earn during your working years.
This questionnaire will help determine your tolerance for investment risk.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Investors seeking world investments can choose between global and international funds. What's the difference?
$1 million in a diversified portfolio could help finance part of your retirement.
If you died, what would happen to your email archives, social profiles and online accounts?
It's easy to let investments accumulate like old receipts in a junk drawer.
The market is as unpredictable as the weather. We’d love to help you prepare.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.