COVID-19 Alert: In these extraordinary times, we are here for you. Click HERE to book a phone meeting ASAP!

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 December 2018

Wise Money | Reckoning With Retirement What Ifs

Life is full of what ifs. While you can’t predict the future there are some steps you can take to soften the blow when a “what if?” becomes a “what now?” On this episode of Wise Money, Michael Andersen covers effective financial strategies to protect your savings against common what ifs.

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New Years and New Beginnings

As the clock ticks down on another year and we look toward new starts and new beginnings for 2019, figured taking a little time to think about New Year’s Financial Resolutions would be worthwhile. 27% of Americans planned to make financial resolutions in 2018[i], if a fourth of the population thinks they should reassess their finances in the new year, then it’s probably a good thing to go over. Unlike a lot of yearly resolutions, we’d like to help you stick to and meet this one.

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