November 18, 2020

After 60 million pre-election day votes, and a combined $1 billion spent on advertising by both campaigns, we can finally put the election behind us. As of now, we still do not know who will win, but to some degree it doesn’t matter. Having a sound financial plan does not take into account who the

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July 9, 2020

Summer’s finally here, and it’s beautiful in Maryland. There are so many things you can add to your Summer Bucket List such as sailing on the Chesapeake Bay or eating crab cakes at Chick and Ruth’s Delly before strolling down to the docks in downtown Annapolis. You’ve waited through the long cold winter months for

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July 8, 2019

John and Mary grew up during the depression era; John had an 8th grade education and Mary had a high school education. Both of them were hard-working and although they did not have high paying jobs, they were able to build a future for themselves and purchase a home where they raised their family. As

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March 6, 2019

You’ve accepted a new job, congratulations!  It’s all excitement and fun, until you realize you have decisions to make regarding your 401k and confusion sets in…what do you do with your 401k?! Unfortunately, I’ve seen the old adage, “A confused mind does nothing” played out over and over again in this scenario. It’s not uncommon

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October 29, 2018

My father is the best man I know. He was the type of father who led by example. He was not the person to constantly tell me what to do or how to do things. He would show me how to do things by doing them. He was the epitome of “Do what I do.”

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