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.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Why have the markets been so volatile recently?
There are four very good reasons to start investing. Do you know what they are?
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Learn when it may not make sense to file a claim on your home insurance.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to assess the potential benefits of a home mortgage deduction.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
What does your home really cost?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Do you know these three personal finance sayings?
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.
If you died, what would happen to your email archives, social profiles and online accounts?