This is a real client case study we did for one of our most recent new relationships. We are working with a really great person and on top of that the situation was just busy enough for us to discuss. Listen to this podcast if you are curious about our process and how we handle our typical client.
What Drives People To Get Advice : Podcast Case Study
Colin and Ryan discuss what drives people to get advice. What drives you to make a move? There are many factors that drive people to begin planning, listen to find out what Colin and Ryan see the most often. Sometimes life presents a problem that has to be solved right away and other times you just "decide" to see an attorney for estate planning, accountant for taxes, or financial planner. Maybe you saw a relative go through something horrible - whatever the reason - it is important to plan if you have the means to do so.
MD ABLE Account with Bette Ann Mobley
The Special Needs Connection
Bette Ann Mobley is t
he Director at Maryland ABLE and does amazing work with the special needs community. This is a podcast you won't want to miss!
This is all about the ABLE Account! This account can be an extremely helpful tool in helping you afford the costly lifestyle that comes with your special needs person. This account isn't just for poor people or just for rich people, it is simply a tool you should consider if you are taking care of a special needs individual. Listen to this amazing podcast to learn more details!
Check out more information on their website below:
Real Look Autism with Mary Beth Marsden
The Special Needs Connection
Mary Beth Marsden:
"Who am I? Well, I guess the most relevant fact is that I have a daughter with an ASD. She was diagnosed with Pervasive Developmental Delay (PDD) when she was 3 years old. During that time, and for more than 20 years, I was a local television news anchor/reporter at WMAR-TV in Baltimore. If you want to check it out…You can find my YouTube Channel. Now, I’m basically producing stories in very much the same way as any broadcast news organization…Except these stories are all about wonderful kids who have Autism. I like to call them “SPECtacular Kids” on the spectrum!
Real Look Autism is, first and foremost, a visual resource. RLA will be funded through sponsorships and contributions. We are not directly fundraising or selling a particular product. Real Look Autism is a non-profit organization and we are open to many avenues of support.
Please contact us at reallookautism@gmail.com and sign up for our e-mails…that way you’ll know when we post a new video. We look forward to your comments and mostly look forward to hearing your stories. Real Look Autism-growing up on the spectrum…you tell us something that’s working for you…and we’ll show everyone else."
Getting Out of Credit Card Debt / Budgeting
This video is for anyone who overspends using their credit card. Getting out of credit card debt 💳 isn't easy. A few tips: be Selfish , Disciplined 😐 and Determined 😠 when it comes to your debt. Really buckle down 🗜️ and make some changes. It is just how you have to be for now. Make a schedule 📆 so you can see the light 🔦 at the end of the tunnel and know its not the train 🚂..
College Savings (529) Plans
College Savings (529) Plans 
📚 🎓 - Start Investing Early!
The biggest benefit of using a College Savings 529 Plan is the tax-free growth which is why it is so important to start investing early. The combination of compounding and tax-free growth has your money 
💲 working really hard for you. As long as you spend the money on qualified education expenses the withdrawals are not taxed. Below you can find the link that leads to the IRS' Q&A page for 529 Plans to get some more of your questions answered. If you have an additional questions just message me or comment below.
https://www.irs.gov/newsroom/529-plans-questions-and-answers
Victor’s Vittles Food Pantry (please drop off by Nov. 21)
We are collecting food and money donations for our local food pantry - Victor's Vittles! They are a part of the Christus Victor Lutheran Church down the street from our office off of Harford Road. Please clear out your pantries and drop off all food and money donations to us - 9621 Harford Road, 1st…
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Online Baking w/ ALLY Bank (video)
Brick and mortar banks have to pay for their extra overhead (buildings, additional employees, rent) and that cost comes back to you in fees and low interest rate returns. ALLY Bank is FDIC insured and offers 1.05% per year on their savings account. What does your bank offer you? Online banks are not the…
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Charitable Donations From Your Retirement Account
This rule comes and goes and right now it is going. Watch the video above to see the requirements necessary to take money out of your IRA and donate it to charity. You will not have to pay taxes on this donation!
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How Clients Choose Us
Here's a short video on how we help potential clients choose the right financial advisor (hint: We're not always the right fit!) But the process we use may help determine what type of financial advisor you need, how you should pay and be charged fees, and what services you should be receiving for those fees.…
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