What To Do Now That You’ve Received Your Inheritance
September 24, 2025
Here’s some financial advice for young couples, for mid-career professionals, and for those who may be nearing retirement: If you receive an inheritance, make a plan for it!
Author
Author: Shawn Walker
Already Retired? 401(k) Help for Retirees
April 23, 2025
There’s an effort being made to find a better word than “retire” to describe the act of putting your working years behind you.
Roth 401(k)s Grow in Popularity; Financial Advisor in Annapolis Weighs-In on the Trend
January 22, 2025
A Roth 401(k) is a relatively new type of retirement plan, first offered in 2001. As more employers start to include this option in their benefits packages, according to reports, employees are taking advantage. In essence, a Roth 401(k) combines the benefits of a Traditional 401(k) with those of a Roth IRA.