How can I save money during the holidays in Montgomery County without sacrificing joy and tradition? You’re not alone. Between Thanksgiving meals, travel plans, and Christmas shopping, it’s easy for… Read More
Estate planning is a crucial step for families seeking to protect their assets, care for their loved ones, and create a lasting legacy. If you live in Montgomery County, Maryland,… Read More
Having a child is one of the most joyful — and financially impactful — events in a person’s life. In Montgomery County, Maryland, families frequently encounter high childcare costs, particularly… Read More
Maryland is at a fiscal crossroads. Facing a projected $3.3 billion budget deficit, Governor Wes Moore has introduced a comprehensive budget plan to address this shortfall. The proposal includes a… Read More
The Tax Cuts and Jobs Act (TCJA) of 2017 brought about significant changes to the United States tax system, impacting individuals, families, and businesses alike. However, it’s crucial to recognize… Read More
Family trusts, also known as living trusts or revocable trusts, can be valuable tools for managing and distributing assets. However, it’s vital to consider individual circumstances and goals when deciding… Read More
A new student loan repayment plan can halve your monthly student loan payments (if you qualify). The new Saving on a Valuable Education (SAVE) Plan is the latest income-driven repayment… Read More
Getting an inheritance can transform your financial situation, providing a significant boost to your financial stability. However, an inheritance can also be a source of stress. If your inheritance is… Read More
Saving for a child’s college education is an important financial goal for many parents. In the U.S., 529 plans are a popular and tax-advantaged way of saving for college. However,… Read More
Have you been contributing to a TSP? Will you be retiring from the federal government soon? What are you planning to do with your TSP when you do? There are… Read More
Do you want to capture a higher yield amid rising interest rates? You may want to consider a Treasury Bill ladder. Treasury bills are low-risk investments, have predictable returns, and… Read More
A 529 plan is a popular means of saving for a child’s college education, which is a significant financial goal for many parents. However, what happens if your child doesn’t… Read More