MD CPAS & ADVISORS
Integrating solutions with a team approach to match you with the best advisor, ensuring your individual or business goals are being accomplished.
MD PAYROLL ADVISORS
Streamlining payroll and HR through integrated solutions designed to give you the features you need, paired with the technology and benefits you desire.
MD WEALTH ADVISORS
Designing your financial portfolio with a comprehensive understanding of tax benefits and consequences and the impact certain activities may have in the overall financial planning process.
Around the country, attitudes about retirement are shifting.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Do you know where the idea of “retirement” comes from?
What’s the deal with your yearly free credit report?
The uncertainties we face in retirement can erode our sense of confidence.
This worksheet can help you estimate the costs of a four-year college program.
A letter of instruction provides additional and more personal information regarding your estate.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
This calculator compares the financial impact of leasing versus buying an automobile.
Assess how many days you'll work to pay your federal tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This questionnaire will help determine your tolerance for investment risk.
Determine if you are eligible to contribute to a traditional or Roth IRA.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
When do you need a will? The answer is easy: Right Now.
$1 million in a diversified portfolio could help finance part of your retirement.
There’s an alarming difference between perception and reality for current and future retirees.
It's easy to let investments accumulate like old receipts in a junk drawer.