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The State of Maryland just put a “stay at home” order in place. We are able to stay open due to being an essential business, however, we are temporarily closing our Salisbury location until this passes. We are also limiting face to face interaction and trying to communicate via phone or video conferences.

Archive for January 2018

Saving for Retirement as a High-Income Earner

If you are a high-income professional, saving for retirement can be more of a challenge than some may think.

In 2016 the income limit applied to defined contribution plans was $265,000, so if you earn more than that and you want to maintain the lifestyle in retirement that you have enjoyed pre-retirement, then it will be important to take advantage of the following strategies to ensure you are saving enough to meet your goals.

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Michael Andersen Featured in Kiplinger | Should You Add A Robo-Adviser To Your Financial Team?

Popular culture often takes an “us vs. them” attitude toward technology. Think about the menacing messages of 2001: A Space Odyssey, Blade Runner or Terminator. Machines are bad and want to take over; people are good and must control them. In real life, though, technology isn’t nearly so scary — unless, of course, you’re worried a robot will take away your job. I’m not. Though some may see the growing popularity of so-called “robo-advisers” as a threat to financial professionals, I’m embracing this method of investing as a way to further diversify a client’s portfolio and look out for his or her best interests.

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