We Plan for the Certainty of Uncertainty
"Based in Southern Maryland, I have provided holistic financial planning, practical business solutions as well as experienced wealth management for over 20 years. My team understands that there are few facets of life that can provide a sense of security. Worrying about your financial future can be a huge burden on both you and your loved ones. Place that burden in our hands. We will invest our time in you, freeing you to spend your time doing what matters most."
-Georgeanne Aist, FounderContact Us
We educate our clients about financial concepts and take the mystery out of investing.Learn More
We cater to the needs of our executives by creating tax efficient business strategies.Learn More
We can help you create a plan - the key toward achieving your financial goals.Learn More
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Five creative (and inexpensive) ideas for motivating your employees.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much you have the potential to earn during your working years.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Here is a quick history of the Federal Reserve and an overview of what it does.
Learn how to harness the power of compound interest for your investments.
There’s an alarming difference between perception and reality for current and future retirees.
What are your options for investing in emerging markets?