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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

My, what a difference a few months can make!  A few rays of sunshine, longer days, warmer temps and the best start to a year for the stock market in 30+ years…life is good! Now that we’re almost through the first quarter of the year, it’s a good time to revisit those...
7 Beneficiary Decisions You Might Want to Reconsider

7 Beneficiary Decisions You Might Want to Reconsider

It may sound simple – “who should get my assets?” – but naming beneficiaries is often an underappreciated step in effectively transferring wealth. Making a thoughtful, informed selection when it comes to your beneficiaries can save time, frustration and even money....
10 Things Your Kids Don’t Want When You Downsize

10 Things Your Kids Don’t Want When You Downsize

According to Elizabeth Stewart, author of “No Thanks, Mom,” children of baby boomers aren’t interested in upsizing as their parents downsize. If your kids tend to favor the phrase “less is more” when it comes to possessions, check out this list of ten items...
Pensions and Annuities: What’s Taxed?

Pensions and Annuities: What’s Taxed?

Depending on the types of retirement benefits you receive, they could be taxable. Here are some basics: Fully Taxable Payments The pension or annuity payments that you receive are fully taxable if you don’t have an investment in the contract because: You didn’t...
Simple Meditation for Clarity and Peace

Simple Meditation for Clarity and Peace

Today’s culture can seem overwhelming, and we can feel bombarded with information and stress. One way to find some inner peace is through meditation. It’s a lot easier than you may think. If you practice, it’s about the progress – not the perfection. In fact, the best...