Understanding Today’s Financial Environment
Welcome, I’m Chris Holcomb, a financial consultant in Elkridge, MD. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (410) 975-8387.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Sit, Stay, Rollover: A Guide to IRA Rollovers
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
What kind of auto insurance should you have? Do you know?
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Understanding the economy's cycles can help put current business conditions in better perspective.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you should be saving for college.
This calculator demonstrates the power of compound interest.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Learn how to harness the power of compound interest for your investments.
Recent changes in estate tax laws could affect the strategy you have in place.
Are Real Estate Investment Trusts right for your portfolio?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
When do you need a will? The answer is easy: right now.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.