Broker Vs. Fiduciary: How Are They Different?

Posted by Dan Ebinger & Jake Sadler on July 18, 2022
The advice you receive from a financial advisor can put you on track to realize your dreams, whether they involve building a business, passing down wealth to future generations, or something else entirely. However, in some cases, if the financial advice you receive isn’t in your best interest, ...
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Topics: Financial Planning

Quarterly Market Review - Q2 2022

Posted by Jim Kantowski, CFP®, CPA on July 15, 2022
For specific information on last quarter’s market performance, please download our Q2 Market Review.
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Topics: Investment News

What Do I Need To Know About Mutual Fund Taxes?

Posted by Jim Kantowski, CFP®, CPA on July 14, 2022
Investing your money in mutual funds is a great way to diversify your portfolio by gaining access to different asset classes and countries in a simple and low cost manner. However, as is the case with any investment, you should understand the tax consequences of mutual funds before you purchase ...
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Topics: Financial Planning, Wealth Management

A Guide To Understanding The Maryland 529 Tax Deduction

Posted by Jim Kantowski, CFP®, CPA on July 05, 2022
Saving for your child’s college education is a key part of family financial planning. Preparing for these important years in your child’s life will help ensure you have the funds available to pay for college when the time comes. Ideally, one aspect of your planning will be to understand the tax ...
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Topics: Financial Planning

Can You Live Off Dividends And How Much Would You Need?

Posted by Jim Kantowski, CFP®, CPA on June 15, 2022
You want to grow your wealth on your terms, and investing in the stock market is an excellent way to do that. While having a diversified portfolio is a smart move, it’s also important to understand specific aspects of investing, such as buying stocks that enable you to receive dividend payments. ...
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Topics: Retirement Planning

What Is A Straight Life Annuity, And Is It For Me?

Posted by Jim Kantowski, CFP®, CPA on June 03, 2022
Despite having plans in place, financial advisors to consult, and financial goals for the future, investors can sometimes still feel like investing itself is a gamble. When the market dips and soars—sometimes doing both within the same day—investors who are approaching their retirement years may ...
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Topics: Retirement Planning

How To Determine The Best Place To Retire: 5 Tips

Posted by Jim Kantowski, CFP®, CPA on May 26, 2022
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Topics: Retirement Planning

3 Alternatives to Bonds In 2022

Posted by Jake Sadler on May 17, 2022
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Topics: Financial Planning, Investment News

4 Alternatives To 401(k) For Small Businesses

Posted by Jake Sadler on May 10, 2022
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Topics: Financial Planning, Retirement Planning, Business Owner News

Should I Sell My Business? 6 Things To Consider

Posted by Dan Ebinger on May 04, 2022
As a business owner, you’ve overcome many obstacles and hopefully enjoyed many successes. But whether your excitement is wearing thin or you’re looking to start another business venture in the future, you may be wondering: Should I sell my business?
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Topics: Financial Planning, Business Owner News