
Welcome to our Web site--an information resource designed to help you learn more about personal finance. Click around and you'll find a variety of financial tools. There are financial calculators that can help you get a clearer picture of where you stand and where you're headed, There is a research library and newsletter articles on a wide range of financial topics. You can even request a quote for an insurance or investment product. And check back often, because we're constantly adding new material. If you have a specific question or want more information, click on Contact Us, drop us an e-mail message or call us at 410-686-7300. We're ready to help.
Newsletters
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Asset Protection: Make Sure Your Umbrella Is Big Enough
While standard home and auto insurance may cover personal liability, a personal umbrella policy can help add an extra layer of protection.
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HOT TOPIC: Revisiting the 4% Rule
For years, the “4% rule” helped retirees make their savings last, but now a more aggressive withdrawal strategy might be the new norm.
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Full House: Adult Children Coming Home
If your adult children have returned to your once-empty nest, these tips might help promote a peaceful and productive living situation.
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Managing Your Workplace Retirement Plan
This article presents some steps employees can take to get the most out of their employer-sponsored retirement plans.
Calculators
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.