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Retirement Specialists

5010 Dorsey Hall Drive, Suite 102
Ellicott City, MD 21042

Phone:

410-740-1300

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Complimentary Get-To-Know-Us Meeting

Get to know us personally and explore how we can help.

Free Retirement Planning Guide

Learn the critical components that must be addressed for proper retirement readiness.

Retirement Planning Webinar Series

Education is the key to success. Attend one of our free, online educational workshops.

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.

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Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.

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Recent action by the FTC highlights potential for abuse by online data brokers. Offers tips that might help consumers keep their private data private.

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Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.

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This calculator can help you estimate your annual federal income tax liability.

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

How much can you afford to pay for a car?

How much life insurance would you need to produce a sufficient income stream for your family?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck