What We’ve Heard

401k contribution limits raised starting in 2012

BY TOM TAYLOR FOR the Baltimore Examiner on Wed, 09 Nov 2011 14:53:35 +0000

The elective deferral (contribution) limit for employees who participate in 401(k), 403(b), most 457 plans, and the federal government’s Thrift Savings Plan is increased from $16,500 to $17,000 starting in 2012.&nbsp...

Maryland has a surplus - municipal bond holders rejoice!

BY TOM TAYLOR FOR the Baltimore Examiner on Wed, 07 Sep 2011 15:39:57 +0000

The State of Maryland ended it's fiscal year with a surplus.Meaning, the State collected more in tax revenue than it had in expenses. This is good news if you are an investor in Maryland Municipal Bonds...

Maryland ranks 29th for business, Virginia is #1

BY TOM TAYLOR FOR the Baltimore Examiner on Fri, 01 Jul 2011 16:58:19 +0000

Down two spots from last year, a recent ranking by CNBC - the business news network - ranks Maryland 29th for business among all 50 states. Scored on more than 40 metrics, it's fair to say Maryland has some...

The IRS does not initiate contact via email - COMMUNITY ALERT

BY TOM TAYLOR FOR the Baltimore Examiner on Wed, 29 Jun 2011 17:25:06 +0000

Community Alert!A client sent me a fake "phishing" email today from what appeared to be the IRS. It was a phishing email aka spam whose sole purpose is to get you to render confidential information about...

Where to turn for help with financial planning

BY TOM TAYLOR FOR the Baltimore Examiner on Wed, 01 Jun 2011 15:07:15 +0000

Here's two recent articles that are buzzing around the social media cloud that point to the places people can turn for information about financial planning on the web.Web Wealth: Philly.com - identifies, Investopedia, National Association of...

Gen X and Y investors still wary of the stock market

BY TOM TAYLOR FOR the Baltimore Examiner on Fri, 27 May 2011 17:57:17 +0000

A recent study by MFS Investment Management suggests that many young, affluent investors are concerned about investing in the stock market and are keeping sizable portions of their portfolios in cash.The old rule of thumb used to be; take...

Are you covered by an employer’s retirement plan?

BY TOM TAYLOR FOR the Baltimore Examiner on Thu, 26 May 2011 01:01:03 +0000

Good financial and tax planning is the product of good advice. Get bad advice and well, your financial plan is not as successful as it could or rather, should be.When accumulating assets for retirement there are several...

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