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Blog : Wealth Management

What Should You Look for in a Financial Advisor?

Accredited Domestic Partnership Advisor Certified Financial Planner CFP Estate Planning Estate Planning for Gay Couples Financial Advice Financial Advisor Financial Planner Financial Planning Financial Services Registered Investment Advisor Retirement Planning RIA Wealth Management November 16, 2021 Author: Woody Derricks

What Should You Look for in a Financial Advisor? If you’re serious about securing your financial future, you are likely considering the help of a financial advisor (or are already working with one).  Without that critical relationship, it’s too easy to make mistakes or ignore a blind spot that can derail your plans.  There’s simply too much at stake to go it alone.    But here’s the key:  it has to be the right financial […]

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Q1 2021 Passionate Investor

Certified Financial Planner CFP Financial Planner Financial Planning Investment Advice Investment Advisor Investment Planning Investment Strategy Investments RIA Wealth Management April 28, 2021 Author: Woody Derricks

Q1 2021 Passionate Investor Market Review Equity markets generally outperformed fixed-income markets with the S&P 500 rising 6.17% (including dividends) and the Barclay’s Capital U.S. Aggregate Bond index falling 3.37%. Small caps outperformed large-cap stocks (S&P 500) as the Russell 2000 small-cap stock index returned +12.70%. Value outperformed growth during the quarter (as determined by […]

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Understanding Medicare

Certified Financial Planner CFP Financial Planning Health Benefits Medicare Registered Investment Advisor Retirement Planning RIA Wealth Management December 8, 2020 Author: Woody Derricks

Understanding Medicare Medicare is the federal health insurance program for people who are 65 or older, certain younger people with disabilities, and people with End-Stage Renal Disease (permanent kidney failure requiring dialysis or a transplant, sometimes called ESRD). With Medicare, you have options in how you get your coverage. Once you enroll, you’ll need to […]

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Long-Term Care Planning Facts

Insurance Policies Investments Long Term Care Retirement Planning Wealth Management November 30, 2020 Author: Woody Derricks

Top 10 Facts to Know About Long-Term Care Planning! November is National Long-Term Care Awareness Month, an event recognized by Congress and a number of States. To mark the occasion, here are 10 interesting facts shared by the American Association for Long-Term Care Insurance. # 1 – Americans are living longer, in large part due […]

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Health Savings Account

Certified Financial Planner Estate Planning Financial Advisor Financial Planner Financial Services Health Benefits Investment Strategy Registered Investment Advisor Retirement Planning RIA Wealth Management September 15, 2020 Author: Deborah Doyle

About Health Savings Accounts Have you ever considered the potential benefits of contributing to a Health Savings Account (HSA)? Here is your guide!   A Health savings account is medical savings account with tax advantages for high deductible health plans. Did you know half of older Americans said they don’t know how they will pay […]

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Understanding the Differences between a Roth IRA and Traditional IRA

Certified Financial Planner Financial Advice Financial Advisor Financial Planner Investment Advisor Investment Strategy Registered Investment Advisor Retirement Advice Retirement Planning RIA Wealth Management August 6, 2020 Author: Deborah Doyle

Understanding the Differences between a Roth IRA and Traditional IRA If you are considering a Roth IRA or Traditional IRA for retirement savings, it’s important to understand the differences and eligibility limitations for each. The biggest distinction between a Roth IRA and a traditional IRA is how and when you get a tax break. Contributions […]

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Quarantine-Friendly Activities for Kids this Summer

Financial Advice Financial Planning Financial Services Kids Financial Recession RIA Wealth Management July 8, 2020 Author: Deborah Doyle

Quarantine-Friendly Activities for Kids this Summer Summer is going to be a bit different this year due to quarantine and the ongoing impact of Coronavirus. With the kids home even more than usual during the summer months you may be looking for some summer activities to keep them busy. Check out some quarantine-friendly activities that […]

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What to Do If You Have Been Laid Off or Furloughed

Certified Financial Planner Employee Benefits Financial Advice Financial Advisor Financial Planning Financial Services RIA Wealth Management June 8, 2020 Author: Deborah Doyle

What to Do If You Have Been Laid Off or Furloughed COVID-19 has impacted the lives of millions of individuals beyond just their health but to how they provide for their families. The US Bureau of Labor Statistics stated that April unemployment rate spiked to the highest level since the Great Depression. With job security […]

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Meet Our Summer 2020 Interns!

Financial Advice Investment Advisor Investment Management RIA Wealth Management June 5, 2020 Author: Woody Derricks

Meet Our Summer 2020 Interns! Help Us Welcome Our Interns We’re excited to announce that we’ll have two interns working for us this summer. Luke will be working on Mondays and Tuesdays and Bailey will be working on Thursdays and Fridays.     Bailey Schwab Education   Bailey is a rising junior at Johns Hopkins University majoring in […]

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Quarantined at Home?

Budgeting Tips Certified Financial Planner CFP Estate Planning Financial Advisor Financial Planner Financial Planning Financial Services Health Benefits Investment Advice Investment Planning Recession Registered Investment Advisor Retirement Advice Retirement Planning RIA Wealth Management April 6, 2020 Author: Deborah Doyle

Quarantined at Home? Financial Tasks to do During Quarantine: We understand that this is a difficult time for everyone. As the COVID-19 pandemic sweeps the world, you are likely spending more time than ever at home now. With money at the top of mind for many during this time, you may be wondering what you […]

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