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
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.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
In the face of divorce, making changes to insurance coverage may be overlooked.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Five creative (and inexpensive) ideas for motivating your employees.
There are things about Social Security that might surprise you.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you should be saving for college.
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.
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Using smart management to get more of what you want and free up assets to invest.
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A bucket plan can help you be better prepared for a comfortable retirement.
Women must be ready to spend, on average, more years in retirement than men.
There’s been a lot of talk about Tax Reform. What might it look like?
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Have you found yourself suddenly single? Here are 3 steps to take right now.