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 | email@example.com
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Calculating your potential Social Security benefit is a three-step process.
Retirees traveling abroad need to know that their health insurance travels with them.
Don't let procrastination keep you from pursuing your financial dreams and goals.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
In the face of divorce, making changes to insurance coverage may be overlooked.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess whether you are running “in the black” or “in the red” each month.
Estimate your monthly and annual income from various IRA types.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Here are five facts about Social Security that might surprise you.
Agent Jane Bond is on the case, infiltrating the world of bonds.
With alternative investments, it’s critical to sort through the complexity.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.