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Financial Planning

  • EP21: Job Change – What About My 401k? – 8.12.22

    JOB CHANGE – WHAT ABOUT MY 401K? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guest Kwanza Ellis, CRPC®, CEPS Senior Client Associate, BWFA  

  • EP20: What is a 529 Plan? – 8.10.22

    WHAT IS A 529 PLAN? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guest Tyler Kluge, CFP®, CPWA®, CDFA®, CEPS Financial Planner, BWFA  

  • EP19: Investing in a Donor-Advised Fund – 6.16.22

    INVESTING IN A DONOR-ADVISED FUND FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guest Chris Kelly, CPA, CFP®, M.Accy Financial Advisor, Portfolio Manager & Executive Manager, BWFA  

  • EP18: How to Manage Your Passwords – 6.2.22

    HOW TO MANAGE YOUR PASSWORDS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guest Tyler Kluge, CFP®, CDFA®, CEPS Financial Planner, BWFA  

  • EP16: Social Security – What to Know About Claiming Strategies – 5.25.22

    SOCIAL SECURITY: WHAT TO KNOW ABOUT CLAIMING STRATEGIES FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guest Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA  

  • EP17: Saving for College – 5.20.22

    SAVING FOR COLLEGE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guest Tyler Kluge, CFP®, CDFA®, CEPS Financial Planner, BWFA  

  • EP15: Finances for College Grads – 5.15.22

    FINANCES FOR COLLEGE GRADS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager  BWFA

  • EP14: Indirect Gifts & Support – 3.4.22

    INDIRECT GIFTS & SUPPORT FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA

  • EP13: Legacy Contacts: Apple’s Latest iPhone Feature – 2.10.22

    LEGACY CONTACTS: APPLE’S LATEST IPHONE FEATURE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager  BWFA

  • EP12: Bad Financial Advice – 2.1.22

    BAD FINANCIAL ADVICE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA