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Take Control of Your Investments What we do for you Find out what your Bringing Order to Managing Wealth

Investments

Planning Strategies seeking to Maximize Returns

Investments

Strategic investing promotes financial freedom. Young & Company strives to help you maximize your returns for all your investments. We help you plan for whats important to you including:

  • Investment Planning
  • Retirement Planning
  • Estate Planning
  • Wealth Building

Risk Management

Experienced Management Consulting

Risk Management

You are looking to preserve your retirement income and you need to protect your assets. Our goal is to help you to protect your wealth and provide you with confidence by researching, evaluating and managing your:

  • Disability and Long-Term Care
  • Annuity Products
  • Investments

Business Services

Navigate Insurances and Benefit Options

Business Services

Your business is our business. We will provide you with options designed to help increase the value of your business, employee retention, and/or opportunies to eventually retire or exit the business with:

  • Key Insurances
  • Life Insurance Options
  • Benefits Packages
Your Young & Company Team

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 | info@yco.com

 

Helpful Content

And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Universal Life Insurance

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

 

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

Emerging Market Opportunities

What are your options for investing in emerging markets?

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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