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                                                       Lee Derrick                         1831 Forest Drive, Suite K

Steve Derrick                      Annapolis, MD 21401          

Chris Gill                                (410) 263-9708                        

                                                  

Retirement Accounts When You Change Your Job 18 Years Worth of Days How to Bake a Pie-R-A Preparation is the Key to Retirement

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Helpful Content

Protecting your future

Protecting your future

Watch Nick's journey to protect his family's future

Prevent a Rift: Money Tips for Newlyweds

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?

 

Protecting your business if an associate dies

Three options to consider in preparation for transitioning a business after the passing of an associate. 

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

How does an annuity work?

Five things to consider before adding an annuity to your retirement income plan.

How to fund your charitable giving in retirement

The paychecks may stop in retirement, but that doesn't mean you have to stop giving to causes you care about

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

9 things to know in case you get sick or injured

Unexpected events like an injury or long-term illness can have a lasting impact on your finances

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When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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