Planning Strategies seeking to Maximize Returns
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Young & Company
We are a financial advisory and corporate benefits firm that puts relationships not simply first, but at the center of everything. We look at your investments as your reward for a life of sacrifice, determination and desire for maximizing your future. Our passion and experience with financial management, wealth building and business consulting is robust. Meet our partners and discover how we can help first hand.
1910 Towne Centre Blvd., Suite 250, Annapolis, MD 21401 | (410) 494-7766 | firstname.lastname@example.org
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Charitable Giving: Smart from the Heart
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Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Five creative (and inexpensive) ideas for motivating your employees.
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This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the total cost in today's dollars of various mortgage alternatives.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
If you died, what would happen to your email archives, social profiles and online accounts?
Smart investors take the time to separate emotion from fact.
Around the country, attitudes about retirement are shifting.
The decision whether to buy or rent a home may have long-term implications.
It’s never a bad time to speak with your financial advisor about changes in your situation.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”