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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 enjoying fall and all it has to offer – cooler temperatures, changing foliage, and, of course, football. In the next week or so before the holidays get into full swing (incredibly, we’re almost there), we’ll be emailing a survey to all our clients. It’s...
Social Security Increases Benefits by 5.9% for 2022

Social Security Increases Benefits by 5.9% for 2022

More than 64 million Americans will see the increase in their payments beginning in January. The Social Security Administration has announced a cost-of-living adjustment (COLA) to recipients’ monthly Social Security and Supplemental Security Income (SSI) benefits....
Deb’s Son Gets Married

Deb’s Son Gets Married

Apparently, the third time really is the charm, at least when it comes to Deb’s son and his beautiful new wife. They finally had their dream wedding in Wilmington, NC on September 30 after having to postpone it twice due to COVID. It was well worth the wait! The...
Tax Provision Draft Offers Starting Point for Final Details

Tax Provision Draft Offers Starting Point for Final Details

Washington Policy Analyst Ed Mills outlines key components of the initial reconciliation package draft. Tax details are beginning to emerge as House Democrats are crafting their reconciliation package. Included in the initial draft is a list of $2.9 trillion in tax...
Solidify Your Family Legacy by Preparing Your Beneficiaries

Solidify Your Family Legacy by Preparing Your Beneficiaries

Careful planning and open communication is critical for the successful transition of family wealth and values. You’ve achieved a certain level of success, and you understand that the privileges of significant wealth come with challenges in equal measure. Among those...
Halloween Cinder Cake

Halloween Cinder Cake

A Halloween Cinder Cake made with crunchy Halloween Oreos topped with creamy orange sherbet, whipped cream, Oreo cookies and Halloween sprinkles. This dessert is super easy to make and a fun Halloween treat for all ages. Ingredients 1 package (20 oz) Oreo Cookies,...