Banner
Banner
Investments

Investments

Friday, January 06, 2017

Financial Strategies for 2017

Getting one’s financial house in order is usually at the top of annual New Year’s resolutions, but far too often, we overlook and even neglect making critical decisions during the last few months of the year that can impact our personal financial situations for this year, next year, and for years to come.

Thursday, September 01, 2016

Planning for Singles

Most of my articles have been geared towards couples, yet individuals have financial concerns as well.  In a relationship, generally, one person handles most of the financial planning and money issues. But what happens when the spouse who actively managed the couple’s assets and financial future is no longer the decision maker? The less experienced spouse has to step up to the plate, usually with little or no warning. Because this transfer of responsibility is often occasioned by death, disability, or divorce, it can be an emotionally challenging time. Yet critical decisions concerning investments, insurance, financial, and estate planning need to be made to avoid or minimize financial hardships later.

Saturday, August 06, 2016

Paying for Long-Term Care

Whether you are single or in a committed relationship, it is hard enough to take care of the challenges of day-to-day living without having to worry about planning for the future. Despite your hectic life, you may have already taken the time necessary to plan for retirement and for your life insurance needs. However, not enough people have taken the time to evaluate the need for long-term care.

In the wake of the Orlando shooting as well as other acts of gun violence over the past few years, I’ve been asked more and more about limiting gun manufacturers from client portfolios. For those clients who have been concerned about guns, we’ve been discussing socially-responsible investing.

Friday, June 10, 2016

Medicare Basics

My clients often report Medicare as the most confusing aspect of their retirement financial picture. With all of the options available through Medicare, just deciding on which coverage to elect can get someone’s head to spin.

Banner
Banner
Banner

Leather Heart Foundation

ME Magazine Online | Quarterly Gay Men's Journal

Feature Photos...

REACHING OUT TO THE GAY AND LESBIAN COMMUNITY?
ADVERTISE IN BALTIMORE OUTLOUD WITH PRIDE!

We are an award winning independent free news publication published every-other Friday, distributed free in Maryland surrounding Baltimore, parts of Southern PA, and Rehoboth Beach, DE. Contact us at advertise@baltimoreoutloud.com

RSS Feed | Top Headlines | Baltimore OUTloud
BALTIMORE OUTLOUD
PO Box 4887
Baltimore, MD 21211
Office: 410-244-6780
Advertising: 410-802-1310