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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

Thanksgiving is one of my favorite holidays – quality time with family, great food, and lots of football. I hope you and your loved ones were able to gather this year and enjoy the day as much as I did. We thought it would be fun to share some photos of our team...
Spark Meaningful Family Conversations During the Holidays

Spark Meaningful Family Conversations During the Holidays

Find the right words to connect with loved ones and capture their stories. As you gather with loved ones for the holidays – whether in person or virtually – think about preserving their memories and life lessons through oral histories. Here we’ve gathered some...
Take Inspiration From Retirement Lifestyles Around the World

Take Inspiration From Retirement Lifestyles Around the World

Hardly universal, retirement is colored by cultural expectations worldwide. In Greece, old man is an honorific. A sign of respect, equating age with wisdom and a closeness to God, according to Arianna Huffington’s book “On Becoming Fearless.” Less so in the States,...
Trim Your Future Tax Bill by Thinking Ahead

Trim Your Future Tax Bill by Thinking Ahead

Don’t procrastinate when it comes to prepping for tax season. The tax code can be a labyrinth to navigate. Nevertheless, taking action now – while you, your financial advisor and accountant have time to think through the possibilities and maximize your tax savings –...
Weave More of What You Love Into Everyday Life

Weave More of What You Love Into Everyday Life

How to mindfully incorporate your favorite things in your day-to-day. A recent study found that Americans rated listening to their favorite song, enjoying a nice dinner and watching their favorite movie as the top three “little things” that bring joy. While they’re...
Thanksgiving Leftovers Hand Pies

Thanksgiving Leftovers Hand Pies

Stuffed full of our favorite Thanksgiving leftovers, these savory hand pies are a welcome twist on the usual day-after sandwiches. Serve with cranberry sauce and gravy for dipping. Ingredients One 14.1-ounce package store-bought pie crust All-purpose flour, for...