retirement

July 28, 2020 | Juanita Farmer, CPA

Blog: Retirement Accounts: Rollover Relief for RMDs

Generally, taxpayers must begin taking a required minimum distribution (RMD) from a defined-contribution retirement plan, including a 401(k) or 403(b) plan, or an IRA when they reach age 72 (70 1/2 if they reached 70 ½ before January 1, 2020). The RMD for any year is the account balance as of the end of the […]

Read more

July 25, 2020 | Emma Shuster

Gaithersburg Native Logic Retires, Drops New Album, Focuses on Fatherhood

One week after officially announcing his retirement at the age 30, Montgomery County native Sir Robert Bryson Hall II, better known to his fans as “Logic,” dropped his sixth and final album, “No Pressure.” The rapper explained how he plans to use his newfound time to focus on fatherhood.  He tweeted, “It’s been a great […]

Read more

June 8, 2020 | Maryam Shahzad

Retirees Support Black Lives Matter Protesters While Social Distancing

Retirees at the Asbury Methodist Village in Gaithersburg came out to show support for Black Lives Matter protesters on Sunday. The retirement community is across the street from Lakeforest Mall, where Sunday’s protest began. As people marched down the street, these older residents came as far as the perimeter fence with signs like “reform policing” […]

Read more

March 14, 2020 | Mark Avallone, MBA, CFP®, CRPS®

BLOG: 8 Planning Tips For A More Enjoyable Retirement

As people plan for retirement, it is no longer considered the end of something but rather the beginning of a new adventure and even an exciting phase of life. The individuals and couples that I speak with envision a retirement where they’re engaged in their favorite activities, causes, and passions. This leads to the question, […]

Read more

March 10, 2020 | Maryam Shahzad

UPDATE: Nine People in Maryland—Five in MoCo—Have Coronavirus, Hogan Says

Update (6:15 p.m.): Gov. Larry Hogan announced a ninth coronavirus case confirmed in Maryland Tuesday evening. The patient, a woman in her sixties, is a Montgomery County resident, Hogan said. According to Hogan, the coronavirus patient is connected to the Egyptian cruise, which involves five of the state’s other coronavirus cases. “This problem continues to evolve and […]

Read more

February 6, 2020 | Deirdre Byrne

Hogan Calls Maryland ‘Shining Example’ for America

Gov. Larry Hogan (R) delivered his sixth State of the State Address on Wednesday afternoon in Annapolis. Hogan’s speech often contrasted Maryland’s bipartisan achievements with the divisiveness in national politics seen in Washington D.C. and beyond. “Maryland has indeed been setting a shining example for the rest of America,” Hogan said. Here are some of […]

Read more

July 5, 2019 | Alvin Carlos, CFA, CFP®

7 Ways the New House Bill May Affect You

The House recently passed the Secure Act – what does that mean for your personal finances? Watch District Capital’s Alvin Carlos’s recent analysis into the ways in which the new bill (expected to be signed into law) may affect you.

Read more

March 27, 2019 | Deirdre Byrne

‘Most Accomplished Police Chief in America’: Manger Gets High Praise at Public Safety Awards

At the 45th Annual Public Safety Awards earlier this month, Chief Tom Manger was awarded the Public Service Award of Excellence. Steve Robins, the chair of the awards offered Manger high praise when he presented Manger with the award on behalf of the Montgomery County Chamber of Commerce. “Tom routinely and graciously thanks me and […]

Read more

March 1, 2019 | Alvin Carlos, CFA, CFP®

5 Steps to Retire in Your 40s

In this video, I outline the five main steps that FIRE advocates take in order to retire early. FIRE stands for Financial Independence, Retire Early. I also share my personal thoughts about their approach. Enjoy!  

Read more

February 13, 2019 | Deirdre Byrne

After 45 Years with Good Counsel, Pat Bates Announces Retirement

Good Counsel Athletic Director Pat Bates will retire at the end of the school year, according to a press release. Bates has worked at Good Counsel for 45 years and is also an alumnus. Paul Barker, the school’s president, said that Bates’s life has been devoted to serving the Good Counsel community. “Pat Bates has devoted […]

Read more

Engage us on Facebook

Follow us on Twitter