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18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101

MD CPAS & ADVISORS

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

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

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.

Helpful Content

A Cheat Sheet for Sending Your Kid to College

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

Tax Reform: Before and After

Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.

Debt Stress

Debt Stress

There’s a link between debt and stress.

 

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Planning for Special Needs Children

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

Debt Stress

There’s a link between debt and stress.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

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Historical Inflation

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

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Saving for College

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

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Retirement Plan Distributions

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

5 Smart Investing Strategies

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

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Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Emerging Market Opportunities

What are your options for investing in emerging markets?

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

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