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.

Wise Money

Coronavirus and the Markets: What You Need to Know

With the Coronavirus quickly spreading and the stock markets drastically dropping, it can be hard to understand exactly what is going on. In this episode of Wise Money, Michael Andersen discusses the Coronavirus and explains why it’s affecting the markets and what you can do to protect your assets during this volatile time.

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Your Retirement Plan Should Be As Unique As You

When it comes to being wise with your money, you have to develop a wealth strategy for retirement that is custom-tailored and unique to you, your family, and your needs specifically; no strategy is a one-size-fits-all strategy. In this episode of Wise Money, Michael Anderson discusses the different things to keep in mind when starting to build your wealth management strategy for retirement.

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How Much Risk Should You Bring Into Your Retirement

As you get closer to retirement, there are a lot of new things to consider when it comes to how best to manage your money. Micahel digs into the different ways that you can balance risk versus safety with your portfolio so that you’re in the best position you can possibly be when it finally comes time to retire.

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On this episode of Wise Money, Michael Anderson breaks down the fundamentals of the SECURE Act – a piece of legislation that will change retirement for many people, and he discusses how it could affect your personal retirement plans.

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Financial Realities for Retirement

When it comes to retirement there are a lot of things to consider before making big decisions for your future. Michael breaks down the four biggest realities you face in retirement, and how to best navigate them for a more successful and stable retirement.

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Maintaining the Health of Your Wealth

You keep your physical health in check with regular visits to your doctor, the same principle applies to the health of your wealth. Checking in regularly with your financial advisor can help you stay on track with your goals, address any problems that arise, and keep your finances healthy and flourishing.

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