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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

I was reminded this weekend by the many signs around me that summer has now officially come to an end and we are quickly entering the final few months of the year – whether we are ready for it or not! The kids are now back in school, football season is in full...
5 Ways a Trust Can Help Create a Legacy That Lasts

5 Ways a Trust Can Help Create a Legacy That Lasts

A well-crafted estate plan can help you maintain control of your assets while creating an enduring legacy that promotes your values. One of the greatest rewards of wealth is being able to share it with others. To help the people and causes you care about continue to...
Wealth Planning Solutions for Today’s Modern Households

Wealth Planning Solutions for Today’s Modern Households

As family dynamics change, the need to protect wealth and build legacies is more important than ever. We’ve gone from “Leave it to Beaver” to “The Brady Bunch” to “Modern Family.” Our favorite TV shows reflect the times we live in. Today, 70% of American families fall...
What Do You Need to Know About Amending Your Tax Return?

What Do You Need to Know About Amending Your Tax Return?

If you discover you made a mistake on your tax return, you can still file an amended return with corrections. Mistakes may involve filing status, income levels, credits, or deductions. Here are some tips for filing an amended return: Fill out paper Form 1040X, Amended...
Dealing with Sleep Apnea

Dealing with Sleep Apnea

You may fall asleep easily. But you never seem to get a good night’s rest. You may have sleep apnea, a breathing disorder that disrupts your sleep. Those at greatest risk are men, overweight people, and people over 40. Risks include hypertension, stroke, or heart...