Salisbury Office:
Northwood Professional Center
2324 W Zion Rd, Suite 104A
Salisbury MD 21801
Accomac Office:
23386 Front St., Suite #2
Accomac, VA 23301
Phone:
- 410-548-2623 : 410-749-PLAN : 757-769-8699
Fax:
- 888-234-8966
E-mail:
Newsletters
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A More Affordable Life Insurance Solution
Thinking of letting your life insurance policy expire? Learn about survivorship life, which may be more affordable for older consumers.
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Don’t Let Debt Derail Your Retirement
This article looks at high debt levels among older Americans and why it’s important to analyze and address debt before retirement.
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Crisis Averted? Financial Help for Struggling Renters and Landlords
Read about programs that help both landlords and tenants by providing direct housing assistance for eligible renters.
Calculators
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.