Locations
Thurmont, MD
Herdon / NOVA
(301) 304-6004
Login/Register
Home
Our Team
Our Story
What We Do
Resources
Important Documents
Community Partners
Articles
Calculators
Newsletters
Glossary
Videos
Contact
Site Map
Home
Contact Us
Our Team
Our Associates
Our Location
Resources
What We Do
Contact Us
Our Story
Important Documents
Community Partners
Important Documents PDF Table
Tell A Friend
Associates
Eric Vinores, CFP®
David Rectenwald
Chris Wisner
Tracy Pleasants
Altaf Husain
Tina Brashear
Michele Burrill
Donna Gills
Ed Gills
Learning Center
Calculators
Loan Payoff
Home Affordability
Mortgage Refinancing
Mortgage Acceleration
Credit Card Debt
Lease Payment
Car Affordability
Estate Taxes
Cost of Retirement
Required Minimum Distributions
Impact of Inflation
Retirement Plan Early Distribution
Retirement Portfolio Lifespan
Federal Income Tax
Tax-Deferred Savings
IRA Eligibility
Roth IRA Conversion
College Funding
Savings Goals
Savings Accumulation
Taxable Equivalent Yield
Cash Flow Analysis
Net Worth
Lifetime Earnings
Life Insurance
Life Expectancy
Long-Term Care Self Insurance
LTCI Cost of Waiting
Disability Income Insurance
E-Seminars
Flipbooks
Financial Management Insight: Strategies to Help Build Your Future
Understanding Social Security and Medicare: America’s Retirement Safety Net
Higher Education: College Saving and Funding Strategies
Investing Basics: Embark on Your Wealth-Building Journey
Newsletters
Research Articles
What Key Estate Planning Tools Should I Know About?
How Can a Living Trust Help Me Control My Estate?
What Are the Pitfalls of Probate?
How Can My Gift Benefit Me and the Charity?
How Can I Build and Preserve My Estate?
How Can I Control the Distribution of My Estate?
How Will I Pay Estate Taxes?
Can I Benefit from an A-B Trust?
What Gifting Strategies Are Available to Me?
How Can I Benefit from a Charitable Lead Trust?
How Can I Benefit from a Charitable Remainder Trust?
How Can I Benefit from a Wealth Replacement Trust?
Could My Family Benefit from a Family Limited Partnership?
What Is the Best Form of Property Ownership for Me?
What Is the History of the Federal Estate Tax?
What Is a SEP IRA?
What Is a SIMPLE?
What Is an IRA Rollover?
What Is a Roth 401(k)?
What Is a Profit-Sharing Plan?
What Is a Money Purchase Pension Plan?
What Is a 403(b) Plan?
Why Do People Buy Annuities?
What Is a Split-Annuity Strategy?
What Are Annuity Living Benefits?
How Much Do I Need to Save?
A New Chapter for Retirement
What Is a 1035 Exchange?
Unforgettable Birthdays
Should You Bank Your Retirement on Your Business?
What Are My Retirement Planning Options?
Will Social Security Retire Before You Do?
How Can I Estimate My Future Social Security Benefits?
What Is a Self-Employed Retirement Plan?
What Is an Indexed Annuity?
What Are My Retirement Plan Distribution Options?
What Is a Traditional IRA?
What Is a 401(k) Plan?
How Should I Manage My Retirement Plan?
Save Now or Save Later?
What Is a Roth IRA?
What Is the Capital Gain Tax?
What Is the Estate Tax?
What Is the Gift Tax?
How Much Money Can I Put Into My IRA or Employer-Sponsored Retirement Plan?
What Is a Required Minimum Distribution?
What Happens If I Withdraw Money from My Tax-Deferred Investments Before Age 59½
What Is Tax Deferral?
How Can I Benefit from Tax-Advantaged Investments?
What Tax Deductions Are Still Available to Me?
What Tax-Advantaged Alternatives Are Available?
What Is the Most Tax-Efficient Way to Take a Distribution From a Retirement Plan
Is There Such a Thing as a Tax-Free Investment?
How Can I Keep More of My Mutual Fund Profits?
How Can I Upgrade My Insurance — Tax-Free?
What Is the Tax History of the United States?
What Are Dividends?
What Is an Exchange-Traded Fund?
How Are Growth and Value Stocks Different?
How Are Mutual Funds Taxed?
What Is Stock?
What Are Zero-Coupon Bonds?
What Is Diversification?
What Types of Bonds Are Available?
What Is a Bond?
What Do Bond Ratings Mean?
What Is a Stock Index?
How Do Mutual Funds and Stocks Differ?
What Is a Mutual Fund?
What Is a Closed-End Fund?
What Is a Mutual Fund Load?
What Is an Annuity?
What Is the Difference Between a Fixed Annuity and a Variable Annuity?
What Investment Risks Should I Know About?
What Are the Different Classes of Assets?
What Is Asset Allocation?
How Can I Save for My Child’s College Education?
What College Investment Options Do I Have?
What Stock and Bond Investing Alternatives Do I Have?
What Is Dollar-Cost Averaging?
529 Lesson Plan: High Scores for 529 Plans
What Are Some Tips for Managing My Money?
How Long Will It Take to Double My Money?
What Cash Management Tools Are Available?
How Do Money Market Mutual Funds Work?
How Can I Better Manage My Short-Term Cash?
What Advantages Does a Biweekly Mortgage Offer?
What Is a Reverse Mortgage?
What Are Some Smart Ways to Refinance?
What About Financial Aid for College?
What Savings Alternatives Are Available?
How Does Inflation Affect Me?
Is a Home Equity Loan or Line of Credit Right for Me?
What Is Term Life Insurance?
What Is Whole Life Insurance?
What Is Universal Life Insurance?
What Is Variable Life Insurance?
How Can I Maximize My Insurance Benefits?
How Can I Insure My Future?
How Can I Protect My Home?
Do I Need Disability Income Insurance?
What Types of Health Coverage Are Available?
How Can I Extend My Liability Coverage?
What Is the Difference Between an HMO and a PPO?
How Can I Determine the Financial Strength of My Insurance Company?
Am I Prepared for Long-Term Care Expenses?
What Does Medicare Cover?
How Likely Am I to Need Long-Term Care?
Videos
What Is Socially Responsible Investing?
Should You Pay Off Debt or Save for Retirement?
Should You Sell When the Market Drops?
3 Potential Benefits of Dollar-Cost Averaging
The Basics of Social Security Retirement Benefits
Financial Planning: Helping You See the Big Picture
Stocks and Stock Mutual Funds 101
Bonds and Bond Mutual Funds 101
The Pros and Cons of a Big Tax Refund
The Latte Habit
Do You Know Who Your Beneficiaries Are?
Glossary
Quote Requests
Annuity
Long-Term Care Insurance
Group Health
Life Insurance
Individual Health
Disability Income Insurance
401(k) Information Request
Information Request
×
Check the background of this investment professional