Do you feel that your finances are tied up in a KNOT?
Let Wealth Management Institute untie those financial "knots" with our digital client website that gives you the latest in financial planning technology
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.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Important items to consider when purchasing condo insurance.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
What’s the deal with your yearly free credit report?
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Assess how many days you'll work to pay your federal tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you may need to save for retirement.
This calculator demonstrates the power of compound interest.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps estimate your federal estate tax liability.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Even low inflation rates can pose a threat to investment returns.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Taking your Social Security benefits at the right time may help maximize your benefit.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.