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5526 Adamstown Commons Drive
Adamstown, MD 21710

C. Cameron Bell, MAS, CFP

(301) 926-7276

 
Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101 The Latte Lie and Other Myths

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

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THE KNOT

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.

National Museum of Civil War Medicine Thank You Letter

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.

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Strategies For Managing Student Loan Debt

Strategies For Managing Student Loan Debt

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TIPS for Inflation

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Use this calculator to estimate your capital gains tax.

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Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

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Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

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