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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

With Memorial Day just around the corner, we’re officially kicking off summer and I suspect, like me, you’re going to make every second count. Although we had some normalcy last summer, we’re finally getting back to safely gathering and having full capacity at venues...
Day One of the Rest of Your Life

Day One of the Rest of Your Life

Visualizing what you want in retirement before you get there may lead to greater fulfillment. Like all major life events, transitioning to retirement will be an adjustment. It’s important that you’re ready for that change, so you can step into your new life with...
Passing Down a Passion to Your Loved Ones

Passing Down a Passion to Your Loved Ones

Thoughtfulness – and planning – will create a legacy that celebrates your life. Everyone’s legacy looks different. For some, it’s passing down something tangible to be remembered by. For others, it’s furthering a cause close to the heart. For all, it should be about...
10 Tips for a Fulfilling Retirement

10 Tips for a Fulfilling Retirement

Finally said adieu to your 9-to-5? These suggestions can you craft a successful, satisfying retirement. According to the MIT AgeLab, Americans can expect to live about 8,000 days in retirement – a period of 22 years, and roughly as long as other major life stages. How...
Protect Yourself and Your Parents from Tax Fraud

Protect Yourself and Your Parents from Tax Fraud

Keep an eye out for warning signs and reduce your vulnerability with a few simple tips. Identity thieves are stealing other people’s personal information and using it to file tax returns. And it’s become an even more prevalent problem in wake of recent COVID-19 relief...
Tips for the Best Ever Charcuterie Board

Tips for the Best Ever Charcuterie Board

This impressive Charcuterie Board is the essence of easy entertaining! Piled high with cured meats, cheeses, crackers, fruit, nuts and more, your guests will be wowed by this gorgeous and delicious spread. A favorite appetizer for a party! Ingredients Jam, Jellies,...