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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

We hope that you are enjoying your summer! It’s our favorite time to relax and take advantage of the slower pace, so we know the last thing you probably want to do is think about financial planning. We’re not suggesting that you ruin your summer fun, but we are...
For Better or Worse, Discuss Your Estate as a Couple

For Better or Worse, Discuss Your Estate as a Couple

Wedding season, which typically runs from late spring through early fall, is officially upon us. If you are engaged or newly married, consider discussing your estate planning intentions with your partner and a trusted advisor. While it’s easy to get wrapped up in...
Sidestep Crafty Fraudsters by Recognizing Their Traps

Sidestep Crafty Fraudsters by Recognizing Their Traps

Those spoofed emails and lottery scams may be obvious to you, but they can pose a serious threat to your more vulnerable loved ones. Sidestep Crafty Fraudsters by Recognizing Their Traps is also available on Apple Podcasts and Spotify.   Recorded June 13, 2019...
How to Research Tax-Exempt Organizations

How to Research Tax-Exempt Organizations

Not only does donating to a local charity or nonprofit feel good and help others, but your donations can also be a tax deduction. But before you donate, make sure you research the organization to see if it is, indeed, tax exempt. The IRS makes it easy to check the...