During the holiday season, we like to take a break from all of the hustle and bustle and get together with our clients to celebrate the holidays and to do something fun. In 2017, we hosted a cooking demonstration in the Garden House at the Elkridge Furnace Inn. Holiday Mix and Mingle * click to enlarge photos
The Four Phases of Retirement
Years ago, when you mentioned the concept of retirement, visions of a long and relaxing stretch of time after your career came to mind. Most people envisioned having a 20 to 30-year time span filled with activities such as traveling to exotic locations, leisurely days of relaxation and recreation and time with grandchildren. The possibility of long-term care was usually …
Year-End Tax Moves for 2016
Special Report! One of our major goals is to help our clients identify opportunities that coordinate tax reduction with their investment portfolios. In order to achieve this goal, we stay current on ever-changing tax reduction strategies. On November 8, voters elected Donald Trump to serve as the 45th President of the United States. Comprehensive tax reform was one of his …