We also have meeting rooms all around DC, MD and VA. Call us to arrange a meeting near your home or office!
We are in the business of helping our clients work towards meeting all their financial challenges. We do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial success. Our goal is to work towards helping you invest conservatively, reduce your exposure to taxes and meet your insurance needs, and it provides a plan to successfully transfer your wealth to your children and grandchildren. Among our financial offerings are: Managed Accounts - fee-based portfolio management Portfolio Analysis - evaluate performance and adjust as needed Estate & Wealth Preservation Planning Long Term Care - provide for costly health issues College Funding - to give your kids a good head start Insurance Planning - to secure your family's future needs
Mission: We provide individualized advice and services to help affluent individuals and small business owners plan for the future, manage risk, work to accumulate & preserve personal wealth, retire comfortably and create wonderful legacies.
[06/14/17] Palladium has a new staffer, Lynette Zeiders, who brings lots of great customer service experience and positive energy to our team. Welcome, Lynette!
Taxes too high? People turn to tax pros at tax time. #IncomeTax
www.palladiumwealthmanagement.com A quick look at how federal income taxes work.
Business owners should consider a succession plan sooner rather than later.
www.palladiumwealthmanagement.com There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Ben Franklin used compound interest to make big contributions to his two favorite cities.
www.palladiumwealthmanagement.com Learn how to harness the power of compound interest for your investments.
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
www.palladiumwealthmanagement.com Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments
www.palladiumwealthmanagement.com With alternative investments, it’s critical to sort through the complexity.
Do we replace Jackson's portrait on $20 bill with a woman who represents the struggle for racial equality? http://ow.ly/4n17Iz
finance.yahoo.com WASHINGTON (AP) — Should Andrew Jackson, America's seventh president, be worried? Is it true that his days on the $20 bill may be numbered?
Why do women avoid creating a financial strategy?
www.palladiumwealthmanagement.com Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
www.palladiumwealthmanagement.com Here's a breakdown of how the federal government spends your tax money.
What every parent needs to know about insuring his or her #teen #driver. #insurance
www.palladiumwealthmanagement.com Tips on insuring your teen driver.
Retiring? Remaining flexible may help you meet the challenges of uncertainty.
www.palladiumwealthmanagement.com The uncertainties we face in retirement can erode our sense of confidence.
As you learn more about how it works, you may be able to put the tax code to work for you. #IncomeTax
www.palladiumwealthmanagement.com When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
401(K) PLANS’ INEFFICIENCY STRUGGLES WILL GROWhttp://www.bna.com/401k-plans-inefficiency-b57982067698/
We have all
seen proud parents and frustrated parents.
Relatable, right? Imagine the
feeling of having a 35-year old that has not yet matured...
Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
www.palladiumwealthmanagement.com A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Do you need umbrella insurance? Find out more. #LiabilityInsurance
www.palladiumwealthmanagement.com Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
www.palladiumwealthmanagement.com The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Even low inflation rates can pose a threat to investment
returns. #inflation #investment
Even low inflation rates can pose a threat to investment
A #homewarranty may make sense, but you need to set proper expectations.
www.palladiumwealthmanagement.com Understanding the value of a home warranty.
Valuation is important for business succession, estate taxes and
even qualifying for a loan.
www.palladiumwealthmanagement.com Ascertaining the value of your business is important for a variety of reasons.
Want to manage your taxable income?
www.palladiumwealthmanagement.com Have you explored all of your choices when it comes to managing your taxable income?
If you opt to go green this year, there may be tax breaks available #GoGreen
www.palladiumwealthmanagement.com Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Here are a few key factors to consider when naming an executor for your estate.
www.palladiumwealthmanagement.com The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
If you died, what would happen to your email archives, social
profiles, and online accounts?
www.palladiumwealthmanagement.com If you died, what would happen to your email archives, social profiles and online accounts?
U.S. gender pay gap is getting worse !
money.cnn.com It will take 118 years for the economic gap between men and women to close, the World Economic Forum said in its latest Global Gender Gap report.
After a bit of a roller-coaster ride, many are reconsidering their estate strategies. #estateplanning
www.palladiumwealthmanagement.com Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Where there's a will there's a way. Don't leave your estate unattended—update your documents.
www.palladiumwealthmanagement.com Sound estate management includes creating financial and healthcare documents. Here's an inside look.
There are hundreds of Exchange Traded Funds available. Should you invest in them? #ETFs
www.palladiumwealthmanagement.com There are hundreds of ETFs available. Should you invest in them?
Terrible or wonderful; Could a variable annuity be right for you? #annuity #retirement
www.palladiumwealthmanagement.com Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
[Video] How familiar are you with the Federal Reserve? Here’s a quick history. #fed #federalreserve #fedpolicy
www.palladiumwealthmanagement.com A quick history of the Federal Reserve and overview of what it does.
IMPORTANT ISSUE: Women Retirees More Likely To Be In Poverty http://ow.ly/YXp3A
fa-mag.com Financial Advisor Magazine created exclusively for advisors by highly experienced editorial and publishing teams. We provide an interactive...
Ten Charts to Watch for Signs of Financial Market Stress
wealthmanagement.com Here are 10 charts investors can watch for warning signs of increasing market turmoil, stress in the banking system and investor flight to safety.
How's Your 401(k)? Four Easy Questions to Ask--Improve the program you have. What you need to know:
forbes.com It's never obvious what makes a 401(k) plan good or bad. Here are some questions to ask.
What can $1 million buy you?
www.palladiumwealthmanagement.com $1 million in a diversified portfolio could help finance part of your retirement.
Don't Be Dogmatic about Portfolio Withdrawals: Retirement Scan
financial-planning.com Although sequencing is recommended when developing a retirement withdrawal strategy, retirees need to take a more flexible view since their tax...
5 Mistakes That Slow Down Career Change--STOP these five sabotaging thoughts before they turn into ingrained beliefs.http://ow.ly/YXo4U
dailyworth.com Finally making the jump to pursue a new career or business? Avoid these five sabotaging thoughts as you embark on your next chapter.
Helping people financially PLAN to THRIVE.
Elite Wealth Management for Affluent Lifestyles
We provide a wide variety of services in the areas of accounting, bookkeeping and tax planning and preparation.
We educate our clients on the use of proven, creative methods to help them reduce their debt and accumulate wealth, rapidly while building a tax-free retirement. The ultimate 401K Alternative!!
Rosenthal Wealth Management Group is a holistic financial planning firm that helps families construct and implement their personal financial plans.
Legacy Wealth Management’s mission is to help you, family, neighbors, and friends build a better legacy.
Coaching those who serve in their pursuit of financial security.
Our primary goal is to maximize the client’s greatest potential. We accomplish this with a team of motivated professionals, dedicated to meeting the highest professional standards in a responsible, efficient and cost-effective manner.
Alliant Wealth Advisors provides comprehensive, fee-only fiduciary wealth management for families and retirement-plan consulting for businesses.
My mission is to be your trusted resource.