Our goal is to empower our clients to make the right choices by providing the right information, helping them gain clarity and confidence in their financial future. Below are a selection of whitepapers and other resources to help accomplish that goal.
Whitepapers and Articles
The Business Monthly
The Benefits of a Financial Coach
The Daily Record
Changes allow more control over 401(k)s
The Daily Record
Plan now for Dec. 31 expiration of tax cuts
Financial Freedom Perspectives
Are You Gambling With Your Life Savings?
Financial Freedom Perspectives
The Cost of Not Getting Help with Your 401(K)
Finding The Right Person To Trust
8 Strategic Questions To Ask A Prospective Financial Advisor
The Unintended Consequences Of Waiting To Plan For Long Term Care
Overcome The Obstacles That Thwart Our Good Intentions
YOUR WEALTH SOLUTION
To help you maximize your potential for success in all areas of your financial life, the book takes a comprehensive approach, addressing four key areas.
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Wealth
Enhancement
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Wealth &
Income Protection
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Wealth
Transfer
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Charitable
Giving
Although the book’s primary focus is on financial wealth, we believe it is important for you to determine your own definition of wealth.
After all, there is a big difference between being rich and being wealthy.
Being rich may mean that you live a lifestyle full of the latest cars, gadgets, travel and clothes; it doesn’t mean that you are accumulating assets.
Conversely, the wealthy generally have specific, defined goals for their money, and they are able to make wise financial decisions with these goals in mind. They are also willing to sacrifice a more luxurious lifestyle now for a comfortable and consistent lifestyle in the long run. How many people do you know whom you consider truly wealthy, versus those who merely “live large”?
Executive Summary
The Wealth Solution defines a distinct, comprehensive process for managing your wealth that is built on more than eight decades of academic and behavioral research as well as extensive practical experience. Along with insights into how truly wealthy families create, enhance and sustain their wealth, it also focuses on the common strategies that have provided a sound foundation for these families’ decisions over many decades.
The Wealth Solution can help you focus on what really matters in your financial life and adopt a sound, academically-driven process that considers more than just your investments. We hope the book will inspire and motivate you to become a better steward of your wealth and your financial future.
Helpful Websites
There are many great sites on the Internet, but trying to actually find those great sites can be a frustrating experience. We have compiled a list of websites that we have found to be helpful sources of information. When you click on a link, a new window will pop up. Close the window when you are ready to return to this page.
Financial
College Savings Plans Network (CSPN)
The College Savings Plans Network’s mission is to encourage families to save ahead for college by utilizing QTSP’s instead of relying on debt to pay these expenses.
Tax
The Internal Revenue Service
Home of the IRS on the Web. The IRS definitely has done a nice job on their website.
Maryland Comptroller of the Treasury
Website for the State of Maryland contains general tax information, forms, county tax rates, administrative releases and bulletins.
Virginia Department of Taxation
Website for the State of Virginia contains general tax information, forms, regulations and codes.
Office of the Chief Financial Officer (DC)
Website for the D.C. Government contains general tax information and forms.
Social Security
Website for Social Security
PLEASE NOTE: the information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this web site. We make no representation as the completeness or accuracy of the information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.