In 2018 MD began to allow a beneficiary designation on an Automobile Title. If you own an auto in just one spouses name, then I strongly suggest you put a beneficiary on the auto title. It is very easy and…Read More
This article is not designed to address the reasons behind zero-commission stocks trading, but instead to make the case for an advisor being independent from brokerage firms, insurance companies, and banks. Recent news banners have heralded zero-cost stock trading from…Read More
There are many cool ways to get the greatest bang for your charitable giving buck, and this article will explore two techniques that are simple, relatively new, and effective. First is the Qualified Charitable Distribution (QCD) from an IRA. Unfortunately,…Read More
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Our mission is to help our clients lessen the worry and burden of money management so they have more time to spend building relationships. This concept has been at the forefront of all of our financial advising work for the last 30 years. We have partnered with individuals, families and companies to bring clarity about their own wealth in the form of a personalized, comprehensive financial planning service—the Financial Physical®. Over 1,000 households throughout DE, DC, MD, PA, and VA have chosen us to be their ongoing financial planners through Personal Financial Management, which includes discretionary asset management.
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