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 ones near and far (safely of course).
As financial advisors, we'd really like to encourage you this year to focus on spending your money wisely. Do you have a retirement plan in place or are you looking to invest in one? Contact our office today at 443-283-3482. We provide 401k services for small business owners and their employees, as well as 403b and 457b plans for public school employees in the following districts: HCPSS, PGCPS, FCPS, WCPS, BCPS and CCPS.