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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’ve all been able to relax and enjoy summer fun with family and friends. It’s been so great to make up for lost time, seeing everyone I haven’t seen as often I wanted to during the pandemic. I’m definitely more mindful of being grateful for all the enjoyable...
Start Smart Financial Literacy Workshop for Teens and Young Adults

Start Smart Financial Literacy Workshop for Teens and Young Adults

Instilling smart financial habits as a teenager or young adult can help pave the way for future financial success. If you have children or grandchildren, this previously recorded workshop presented by Jeremy Dvorak, CFP®, CASL® and Deb Kelly, CFP®, ChFEBC℠ is a...
Becoming a Digital Nomad

Becoming a Digital Nomad

Two truths and a lie about life on the road. It’s common to consider downsizing as you approach retirement, but maybe not to the extreme some are now doing. Think: no permanent residence. There’s a trend of so-called digital nomads, defined as people who choose to...
Technology Makes It Easier (and Safer) to Age in Place

Technology Makes It Easier (and Safer) to Age in Place

Digital advances may help your loved ones remain in their home while retaining a higher level of independence. Home feels comfortable. Cozy. Happy. No wonder most people want to stay put in retirement. As people age, however, it’s not uncommon to need a little more...
A Vital Role

A Vital Role

Get off the sidelines when it comes to protecting your greatest asset: your health. When faced with a health issue, we turn to our doctor and other healthcare specialists for information, support and a positive resolution. But when you head to an appointment, do you...
Calabrian Pasta with Peas

Calabrian Pasta with Peas

Sophia Whitney’s grandmother was from Calabria and made this delicious dish often. With a few classic Italian ingredients, including pancetta and Parmigiano Reggiano cheese and about six steps, you can make Sophia’s authentic family recipe.  Ingredients 11 oz ditalini...