We provide comprehensive employer retirement plan advisory services, focusing on fiduciary best practices, investment due diligence, plan design and education.
Rockville, MD
Joined December 2013
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Our newest quarterly newsletters are released! Plan sponsors: bit.ly/2tmkxSY. Plan Participants: bit.ly/2vs6lsT
Consider a bucket plan to go with your bucket list. #RetirementSavings myf.mg/4OOC
The sooner you begin investing, the longer your money can work for you. myf.mg/4Oaf
When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit. myf.mg/4sqo
We’d love to hear about any changes in your current financial situation. myf.mg/45Is
You make your own investment decisions, but how familiar are you with the products? Take our short quiz. myf.mg/3XBp
A #Roth #IRA lets you save for retirement by paying your tax bill now, rather than putting it off until later. myf.mg/3TeJ
What do you think your #retirement will be like? Attitudes are changing, and many are working in their #goldenyear myf.mg/3Fhm
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The #Brexit is just the latest in a series of global events that have rattled financial markets. myf.mg/3hDy
Investors should understand the ways in which financial advisors are compensated for the services they provide. myf.mg/3fKy
Surprises crop up every day, and they’re a great reason to work with us. myf.mg/39gw
Changes to Social Security may impact how and when you receive benefits and the level of Medicare premiums you pay myf.mg/36hf
Recent changes to Social Security may impact when and how to begin taking income benefits. myf.mg/33JX
Increase #worker #productivity and motivate your #employees with these five simple and inexpensive ideas. myf.mg/2JJm