Planning Strategies seeking to Maximize Returns
Experienced Management Consulting
Navigate Insurances and Benefit Options
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
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Knowing the rules may help you decide when to start benefits.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
This calculator shows how inflation over the years has impacted purchasing power.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Are you ready for retirement? Here are five words you should consider.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
There are three things to consider before dipping into retirement savings to pay for college.
A special needs trust helps care for a special needs child when you’re gone.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”