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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

Last month we vacationed on Captiva Island in Florida, and my entire family loved it!  One of the highlights of our week was our daily meetings with the local manatees at the nearby marina. It was one of those experiences that I think the kids will remember for a long...
Goal Planning and Monitoring & Investment Policy Statement

Goal Planning and Monitoring & Investment Policy Statement

Last month, we covered the PFG Financial Inventory Assessment and Personal Net Worth and Budget Summaries, all essential components of the Freedom7 financial planning process that focus on understanding your current financial situation. This month, we’ll be...
Keeping It Close to Home for Generations

Keeping It Close to Home for Generations

Estate and GivingWatching your daughter take her first steps in the nursery. The porch where you saw your littles head off to kindergarten. Standing in the kitchen jumping for joy as your son received his first college acceptance letter. Your home is full of...
Birds of a Feather Flock Together

Birds of a Feather Flock Together

Retirement and LongevityNot long ago, most planned retirement communities revolved around a golf course, a few tennis courts and an Olympic pool thrown in for good measure. But today, there are many choices available. That’s because baby boomers are choosing to enjoy...
Roth vs. Traditional IRAs: What’s the Difference?

Roth vs. Traditional IRAs: What’s the Difference?

Income LimitsAnyone who has earned income and is younger than 70½ can contribute to a Traditional IRA. Roth IRAs have income eligibility limits for contributions. Single filers can’t earn more than $137,000, and married couples can’t earn more than $203,000.Tax...