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.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator demonstrates the power of compound interest.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Even low inflation rates can pose a threat to investment returns.
Here is a quick history of the Federal Reserve and an overview of what it does.
A bucket plan can help you be better prepared for a comfortable retirement.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Why are 401(k) plans, annuities, and IRAs so popular?