In case you missed it, watch a replay of our recent Webinar where Spencer interviews Dr. Chirag Chaudhari, Chairman of the Department of Emergency Medicine at Baltimore Washington Medical Center.   

Shar hosts Jim Denora, CPA for a conversation about 2019 Tax Filings, automatic extensions and the planning opportunities to consider for 2020.

Shar and Spencer review the CRD guidelines from the recently passed CARES Act, impacting retirement plans.

Spencer Neal discusses Timing the Market vs. Time in the Market. How much of a difference can it make in the long-run?

Jim Denora, CPA discusses four things you need to know about the recently passed Coronavirus Aid, Relief, and. Economic Security Act (CARES Act).

Spencer Neal has an important message to 401k Plan Participants on saving during difficult times.

Spencer Neal discusses Matching and Safe Harbor provisions for 401k Plan Sponsors.

We recently hosted an educational workshop focused on self defense, led by U.S. Navy SEAL combat veteran Phillip Koontz at Mantra Fit in Severna Park. Here are a few highlights from the event.

Going back to our January newsletter, we spoke about the importance of having defense in your investment portfolios. This certainly has become evident this week.   At the end of December, we moved approximately 10% of our equity (stock) position to cash (money market)...

In our first segment on Social Security, published in the LEWA September 2019 blog, we looked at the history, purpose and ongoing challenges of Social Security and the important decisions facing retirees regarding when to start receiving benefits. In addition to...

Watch our video to learn more.

College football bowl season is so much fun especially if you are a college football fan.  This past weekend I watched my Alma Mater, Clemson, defeat Ohio State in the college football playoff semi-final game to advance to the college football playoff national...

As we enter November and with Thanksgiving less than four weeks away, we thought we would take some time to mention the people and things in our lives we are thankful for. Too many times in our busy days we focus on the emergency de jour and we forget we have a lot to...