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 enjoyed this (very hot!) summer and were able to spend quality time with your family and friends. It goes without saying, this has been a very difficult year for stock investors, bond investors, and, therefore, “balanced” investors. While July’s...
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: Take advantage of an employer match. If they’ll match 3%, you’ve just...
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...
Where Medicare falls short

Where Medicare falls short

Get wise about maintaining your health – and wealth – in retirement. Medicare provides a lot of coverage, but it doesn’t cover everything. You may have a clear vision of your ideal retirement, but that dream could be challenged by unexpected healthcare costs. Even...
Another wedding in the Kelly family

Another wedding in the Kelly family

Deb Kelly and her husband, Ed, proudly celebrated the wedding of their son, Patrick, to Erica Bianchini on July 23rd.  While Erica wasn’t quite the girl “next door”, she was close to it as the girl “one street over”.  She and Patrick grew up together in a small...
Seared scallops with basil risotto

Seared scallops with basil risotto

Prep Time 15 minutes   Total Time 1 hour There’s just something about the caramelized crust and meaty interior of scallops that makes them the perfect protein. They also have a naturally delicate flavor, so it’s important to let them shine with a simple seasoning of...