Resources
8 Things You Should Consider Doing with Your 401(k)
April 9, 2025
A lot of people have access to a 401(k), but unfortunately, way too many of them aren’t entirely taking advantage of it and, ultimately, are leaving money on the table.
Roth IRAs vs Traditional IRAs: What You Need to Know
April 2, 2025
When you’re planning for retirement, one of the biggest decisions you need to make is whether to invest in a traditional IRA or a Roth IRA.
When Can We Retire? Answer This Question First
March 13, 2025
Dreaming of the endless hours of free time stretching out before your retirement can be exciting and feel like a fantasy during your working years. (The most common question we hear is, when can we retire? When can we retire? When can we retire?)
Want to be wealthy in retirement? Get active now.
February 20, 2025
Life can be unpredictable, and it’s natural to reflect on personal goals as we move through different seasons of the year. Whether or not you’re someone who sets resolutions, it’s always a good time to think about what’s next.
A Financial Planning Tip All Federal Employees (and Military Personnel) Should Know
February 13, 2025
Employer-sponsored retirement plans are among the most useful financial tools that professionals can have. Of course, simply securing a job with a solid salary is a great thing, but many overlook the financial power of the retirement plan at their disposal, and how much it can help their financial future.
4 Spring Cleaning Tasks for Your Money
February 6, 2025
It’s around this time of year when we realize that winter has caused us to collect some clutter around the house, and that the windows and carpets could use a good cleaning. These things jump out at us, since it’s easy to see a stain on the rug or magazines piled up in a basket.
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.