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April 12, 2017

Don’t Spend Your Retirement Money Frivolously

If you are retired, or preparing for retirement take my advice and don’t spend your retirement money frivolously. Why? Because like the saying goes, “old habits are hard to break.”

Categories: Long Term Care Insurance, Retirement Planning, Uncategorized

March 8, 2017

Buying Long Term Care Insurance Could Protect Your Retirement Savings

Buying Long Term Care Insurance Could Protect Your Retirement Savings When I think about Part 3 in our series: 5 Ways Retirees Can Protect Their Money During Retirement, Long Term Care insurance (LTCi) is often overlooked by retirees which can pose a serious threat to a retired persons financial well being. Let's discuss how buying [...]

Categories: Financial Planning, Long Term Care Insurance, Retirement Planning, Uncategorized

February 21, 2017

Retirees Can Protect Their Retirement Money With Better Asset Allocation

Retirees Can Protect Their Retirement Money With Better Asset Allocation Part 2 in our series: 5 Ways Retirees Should Protect Their Money During Retirement After 23+ years as a Financial Advisor, I can attest to the truth that retirees can protect their retirement money with better asset allocation. Asset allocation is a discipline. It is [...]

Categories: Financial Planning, Portfolio Management, Retirement Planning

February 20, 2017

Retirees Should Invest In A Good Cyber Security System In Order To Protect Their Money During Retirement

Retirees Should Invest In A Good Cyber Security System In Order To Protect Their Money During Retirement Part 1 in our series: "5 Ways Retirees Should Protect Their Money During Retirement." There are many reasons why retirees should invest in a good cyber security system. To a cyber criminal, a retiree is a high value target [...]

Categories: Financial Planning

February 18, 2017

5 Ways Retirees Should Protect Their Money During Retirement

5 Ways Retirees Should Protect Their Money During Retirement In this series, about the 5 Ways Retirees Should Protect Their Money During Retirement, I have decided to focus on one topic per post because each of the five points that comprise this series requires considerable detail, including some research and analysis to make this 5-part [...]

Categories: Financial Planning

October 3, 2018

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Categories: Uncategorized

May 16, 2017

Maryland Fee-Only Financial Advisor

As the President of an independent wealth management and investment advisory firm, I am honored that Investopedia has chosen to partner with Wealthcare Financial Group, Inc. to bring quality personal finance education to their millions of readers throughout the United States and abroad.

Categories: College Planning, Creative, Estate Planning, Financial Planning, Long Term Care Insurance, Media, Portfolio Management, Retirement Plan Services, Retirement Planning, The Economy, The Economy, Uncategorized

May 8, 2017

Planting A Vegetable Garden Can Help Retirees Save Money

Planting A Vegetable Garden Can Help Retirees Save Money Among the “5 Ways Retirees Should Protect Their Money During Retirement”, there are two reasons why planting a garden ranks high on my list of recommendations for retirees. First, are the many health benefits of gardening. Second, you will save money by growing your own food. […]

Categories: Financial Planning, Retirement Planning, Uncategorized

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