SOCIAL SECURITY 2.0: THE GREAT COMPROMISE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager, BWFA and special guest Rob Carpenter President & CEO, BWFA
-
EP10: Why I Need to be Organized – 9.1.21
WHY I NEED TO BE ORGANIZED FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
-
EP9: Merging Money When You Marry – 8.20.21
MERGING MONEY WHEN YOU MARRY FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager BWFA
-
EP8: Deciding When to Retire When Timing is Critical – 8.18.21
DECIDING WHEN TO RETIRE WHEN TIMING IS CRITICAL FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager BWFA
-
EP7: Financial Basics for Young Adults – 8.12.21
FINANCIAL BASICS FOR YOUNG ADULTS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager BWFA
-
EP6: Making the Most of Your 529 Plan, 10 Qualified 529 Expenses – 7.1.21
MAKING THE MOST OF YOUR 529 PLAN, 10 QUALIFIED 529 EXPENSES FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager BWFA
-
EP5: Are You Considering a Geographic Relocation? – 6.8.21
ARE YOU CONSIDERING A GEOGRAPHIC RELOCATION? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager BWFA
-
EP4: Gift and Estate Annual Limit Update – 10.29.20
GIFT AND ESTATE ANNUAL LIMIT UPDATE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
-
EP3: College Savings and Tax Incentives – Part 2 – 10.28.20
COLLEGE SAVINGS AND TAX INCENTIVES – PART 2 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
-
EP2: College Savings and Tax Incentives – Part 1 – 10.20.20
COLLEGE SAVINGS AND TAX INCENTIVES – PART 1 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA