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4061 Powder Mill Road, Suite 705 • Calverton, MD 20705 • Phone: 301.595.8600 • Toll Free: 877.595.8605

From the Desk of Todd Wike

From the Desk of Todd Wike

As yet another summer comes to an end, we really hope you found time to relax and spend some quality time with loved ones.  My family and I recently enjoyed a week at Delaware’s Rehoboth Beach where it seems absolutely OK and acceptable to eat an ice cream cone every...
How to Fight Financial Fraud

How to Fight Financial Fraud

Financial fraud costs older Americans more than $37.5 billion each year. Familiarize yourself with these common scams to protect yourself and your loved ones. Telemarketing Tricks The opponent: Calls or sends letters encouraging retirees to buy fake products, donate...
IRS Provides Helpful Tools, Resources for Retirees

IRS Provides Helpful Tools, Resources for Retirees

The IRS provides resources to people who have recently retired or who are planning to retire. The resources can help taxpayers with challenges and tips to prepare for retirement. Here are some links with information for retirees. “The Individual Arrangement FAQs –...
Recipe of the Month: Zucchini Soup

Recipe of the Month: Zucchini Soup

Ingredients: 1 tablespoon olive oil 1 medium yellow onion, chopped 4 cloves garlic, minced 1 teaspoon black pepper 1 teaspoon fresh ginger 3 large zucchinis, chopped 4 cups low-sodium chicken broth Optional: olive oil for garnish or cilantro for garnish Directions:...
Uphill Putts Shouldn’t Be Tricky

Uphill Putts Shouldn’t Be Tricky

That long, uphill putt. So unpredictable. So frustrating. Even after carefully examining the terrain, considering the club impact, and analyzing the ball’s trajectory, you know the ball may land just about anywhere. Except for the hole. It’s one of the most...