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The Facts About Income Tax Making Your Tax Bracket Work Social Security: By the Numbers Charitable Giving: Smart from the Heart

MD CPAs & Advisors

MD CPAs & Advisors

Our mission is to help our clients accomplish their goals by providing the highest quality tax, accounting, bookkeeping, and related advisory services through personal attention to every client.

MD PAYROLL ADVISORS

MD Payroll Advisors

Our mission is to provide payroll processing and advisory services which allow business owners and key personnel to do what they do best…grow their business.

MD WEALTH ADVISORS

MD Wealth Advisors

Our mission is to provide the highest level of financial advisory services to our clients, earning their trust and confidence through our honest and friendly approach.

 

Helpful Content

Capital Gains Tax Estimator

Capital Gains Tax Estimator

Use this calculator to estimate your income tax liability, along with average and marginal tax rates.

Countdown to College

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Lots of Variables with Fixed-Rate Mortgages

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

 

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving—or dragging—the economy.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

9 Facts About Social Security

There are things about Social Security that might surprise you.

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Federal Income Tax

Use this calculator to estimates your income tax liability along with average and marginal tax rates.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

What Can a Million Dollars Buy You?

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

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Should You Tap Retirement Savings to Fund College?

Three things to consider before dipping into retirement savings to pay for college.

Events on Wall Street

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

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