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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

I hope you’re all doing well and enjoying summer. I’m sharing this helpful infographic below on Social Security not just to dispel some common myths, but more importantly, to encourage you to start a conversation with us. As you may know, there are benefits to waiting...
Who Do You Want to Be in Retirement?

Who Do You Want to Be in Retirement?

Today’s retirees are crafting a variety of retirement styles. What’s yours? Although an estimated 10,000 Americans reach retirement age every day, how each one chooses to spend their free time can be quite different. Today’s retirees wish to forge new identities and...
7 Ways to Boost Your Savings

7 Ways to Boost Your Savings

Discover smart options to grow your savings. Although saving more takes some effort, it may be easier than you think – there may even be “free” money available that can help. Here are some tips: 1. Take advantage of an employer match. If they’ll match 3%, you’ve just...
Review Retirement Plan Contribution Limits for 2021

Review Retirement Plan Contribution Limits for 2021

Consider using tax-advantaged accounts to help lower your tax bill. Even in the wake of complex tax provisions, a key to lowering your tax bill is really quite simple: report lower taxable income. Since few of us actually want to earn less, the next option to consider...
Making a Career Pivot

Making a Career Pivot

Need to change jobs? Read five tips to help you redesign your work life. The past year led many of us to reflect on a tough question: Am I doing what I really want to be doing, career-wise? Perhaps you were laid off and are seeking new employment. Maybe you’re wishing...
Fried Zucchini Flowers

Fried Zucchini Flowers

A delicious Italian favorite, these fried flowers can have variations of batter and filling. This is a traditional recipe that’s sure to please. Ingredients zucchini flowers 1 cup all-purpose flour 1 teaspoon baking powder 1 teaspoon salt 2 eggs ½ cup milk 1...