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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

There was no shortage of clever headlines used throughout the month of October to describe the very difficult month that we experienced with the stock and bond markets.  “Uncertainty Spooks Investors” and  “Markets Remain Scary” are two examples that come to mind.  As...
Making Sense of Medicare Myths

Making Sense of Medicare Myths

Retirement planning is complex, at best, but when you throw Medicare into the mix, it can get downright confusing. Many pre-retirees find the program hard to navigate without some guidance. Here are the facts about five common Medicare myths. Myth One: Medicare offers...
Investor Access is now Client Access

Investor Access is now Client Access

We’re excited to announce that the updated Client Access (formerly Investor Access) is now available. Some of the changes you’ll see on the updated site include:Increased emphasis on account balancesNew reporting and charting capabilitiesNew view and sorting options...
What Do the Different Filing Statuses Mean?

What Do the Different Filing Statuses Mean?

What are you? That may sound like a trick question, but we’re talking taxes. The IRS provides five different filing statuses: single, married filing jointly, married filing separately, head of household, or qualifying widow(er) with dependent child.You can only choose...
Wrestling with Arthritis

Wrestling with Arthritis

Degenerative arthritis (osteoarthritis) usually produces symptoms of pain and stiffness in your joints. Rheumatoid arthritis and gout are among the more than 100 types of arthritis, which is sometimes referred to as joint inflammation, joint pain, or joint disease....