Blog

It can be easy to overlook the nation’s solid economic fundamentals when the financial media splashes stories every day about an army of amateur traders, short-selling mania, and initial public offerings (IPOs) that double in...

Family Business | Women Who Invest

Toni E. Whaley

Thursday, February 18, 2021

Why is it that women tend to let the husband “run the financial things” of their lives? Over the years, I have noticed this occurring with great regularity; and when my single female clients...

You may have heard the news about stocks for certain companies suddenly ballooning, quickly going from lunch money prices to several hundred dollars a share. In one case, the shares rose over 1700% since December 2020.1 So, what...

Maryland State Pension Webinar | What To Expect

Mike Whaley

Tuesday, February 2, 2021

Paladin Advisor Group is hosting a Maryland State Pension webinar next Tuesday, February 9 at 4:00pm. During the webinar, you'll learn about the retirement system you're part of based on your hiring year, a calculation to determine how...

Recently, the Internal Revenue Service (IRS) announced that tax season will start a little later than usual. This year the IRS will begin accepting and processing 2020 tax returns on Friday, February 12, 2021.1In light of the December...

The personal savings rate in the United States, which is the amount of income left after taxes and household spending, has reached some significant milestones.In April, when much of the country stayed home to avoid the COVID-19...

After a bit of political posturing in December, the $900 billion Consolidated Appropriations Act of 2021 (2021 CAA) was signed into law by President Trump as the COVID-19 pandemic continues to impact employers and employees...

After a bit of political posturing in December, the $900 billion Consolidated Appropriations Act of 2021 (2021 CAA) was signed into law by President Trump as the COVID-19 pandemic continues to impact employers and employees....

Start Saving Early

Re-Think Your Gifting by consolidating the amount you have to buy! Plan a get together for your friends via Zoom - even after the holiday season is over. This season is unlike any other, so make sure you prioritize time with your loved...

Think Personal & Practical. Handmade gifts and personal, practical presents can be both low-budget and thoughtful. Think: homemade candles and ornaments, the expensive shampoo your mom is reluctant to buy herself or the BBQ sauce your...

Holiday Savings Tip #5: Redeem your rewards points. Cash in everything from credit card use to airline travels and put the cash toward this year's gift shopping. Make sure you include the extra cash in your budget as an added source of...

Do you know you can buy gift cards at a discounted price? Don't worry - we had to see it before we believed it too! Check it out for yourself. Websites like Cardpool and Raise are selling gift cards at less than face value. Holiday...

Download price comparison apps to look up products you want to buy and find out where to buy it at the cheapest price. Tips like this and more from Paladin Advisor Group, your local PlanMember Financial Center on our blog.

Make your list & check it twice! Christmas is coming and part of the struggle of saving during the holidays is finding the right gifts and only buying those. Here's a few of our favorite gift guides this year: The Gift Guide if You're...

With Thanksgiving behind us, it's time to get into the holiday spirit! Introducing Holiday Savings Tips from Paladin Advisor Group, your local PlanMember Financial Center. Throughout the month of December, we'll be sharing practical...

On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t bring any major changes, there are some minor elements to note. 401(k)sThe salary...

Medicare’s open enrollment period runs from October 15 to December 7. If you are enrolling in Medicare for the first time, give yourself plenty of time. You may discover that it is much more complex than an employer-sponsored...

In theory, investors understand that stock market corrections are part of the investing process. But experiencing a setback—like the one we’ve witnessed in the past four weeks—can raise a lot of shoulda, woulda,...

Weekly Market Insights: Stocks React to Jobs Report

Mike Whaley

Wednesday, July 29, 2020

Schedule a digital meeting on our calendar. We look forward to hearing from you. Stocks slipped in the final days of trading last week on higher jobless claims and rising tensions in the U.S.-China relationship. The Dow Jones...

CARES Act Modification Allows More Retirement Savings Access

Mike Whaley

Saturday, July 4, 2020

Americans who have been adversely affected by the COVID-19 pandemic may now be able to access retirement accounts to help cover daily expenses, penalty-free. Now, in addition to those who have lost their jobs during the COVID-19...

Is Medicare right for you?

Toni E. Whaley

Sunday, June 14, 2020

No matter what your age, you probably have big plans for the future. Luckily, worrying about health care doesn’t have to get in the way of those plans. U.S. citizens aged 65 or older are eligible for Medicare Part A and Part B...

Webinar Wednesday - The Maryland State Pension

Mike Whaley

Wednesday, June 10, 2020

The Maryland State Pension - What's in it for me? Welcome to another Webinar Wednesday! Today we will focus on the Maryland State Pension. Especially if you're an educator employed by a school district in Maryland, the Maryland State...

Market behavior and the economy

Mike Whaley

Monday, June 8, 2020

As states cautiously begin the process of relaxing their COVID-19 restrictions, some are wondering, “Why is the stock market doing so well when the economy is doing so poorly?”It’s a great question, and fortunately,...

Webinar Wednesday - Social Security Part 3

Toni E. Whaley

Wednesday, June 3, 2020

It's another Webinar Wednesday!

Have You Enrolled in Medicare Part D or a Medicare Advantage Plan?

Toni E. Whaley

Monday, June 1, 2020

Have you enrolled in Medicare, or are you considering it? If so, you should know that anyone who receives Medicare is eligible to receive Medicare Part D prescription drug coverage.However, if you don’t enroll for that coverage...

Let's Talk About Extended Care

Mike Whaley

Monday, June 1, 2020

In your retirement strategy, you’ve likely put a good deal of thought into putting away enough money to enjoy your life, once you’ve put the daily grind in the rearview mirror. Like many, you’ve probably planned for...

Pro tip: apply for Medicare early.

Toni E. Whaley

Monday, June 1, 2020

If you’re like most of us, you’ve probably been thinking about your health quite a bit lately — especially if you’re approaching retirement. Trust me, I understand. Anticipating your future medical costs can...

Weekly Market Insights: Markets React to Positive Outlook

Toni E. Whaley

Thursday, May 28, 2020

Upbeat comments by the Federal Reserve Chairman and more signs of an economic turnaround combined to help fuel a powerful rally in the stock market last week.The Dow Jones Industrial Average rose 3.29%, while the Standard &...