); ga('require', 'displayfeatures'); ga('require', 'linkid'); ga('set', 'anonymizeIp', true); ga('set', 'forceSSL', true); ga('send', 'pageview');

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 wanted to reflect on the craziness of the past year, the lessons we’ve learned and provide optimism for the future. It’s been a challenge making sense of the uncertainty this past year as the markets tumbled and then proceeded to climb a “wall of worry.” Although...
How Does Social Security Fit Into Your Retirement Puzzle?

How Does Social Security Fit Into Your Retirement Puzzle?

Please feel free to share the link with anyone you know who might benefit from learning about Social Security and the various collection strategies available. Also, if you would like your advisor to run an analysis of your Social Security benefit and calculate the...
Spring WorthWhile Magazine

Spring WorthWhile Magazine

A publication of thoughtful insight dedicated to the life well planned. Download your copy of the Spring WorthWhile Magazine All expressions of opinion reflect the judgment of the author and are subject to change. Links are being provided for information purposes...
Tax Deadline Changed to May 17

Tax Deadline Changed to May 17

The IRS has extended the deadline for filing your 2020 income taxes. Learn more about this important change. The Treasury Department and IRS have officially extended the deadline for filing your 2020 federal tax return to May 17, 2021. If you’re expecting to receive a...
Easy Ways to Add a Little More Joy to Your Day

Easy Ways to Add a Little More Joy to Your Day

Add a small splash of happiness to your regular routine with these suggestions. Start your day on the right foot Have something to look forward to. This can be anything, from your favorite cup of coffee to a planned catch-up session with a friend. Kiss (or hug)...
Irish Tea Loaf

Irish Tea Loaf

This is a simple cake that’s great with tea or coffee. It’s easy to make, pretty and very delicious!   Ingredients: 1 stick butter 1 cup sugar 3 eggs 1 tsp vanilla extract ¼ cup sour cream 1 cup dried currants 2 cups flour ¼ tsp baking soda ½ tsp baking...