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                                                       Lee Derrick                         1831 Forest Drive, Suite K

Steve Derrick                      Annapolis, MD 21401          

Chris Gill                                (410) 263-9708                        

                                                  

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Helpful Content

How to gift yourself a debt-free holiday

How to gift yourself a debt-free holiday

Here are some tips for having a jolly and debt-free gift-giving season.

Imagine your life with guaranteed income

Imagine your life with guaranteed income

If you had guaranteed income, how would you spend your days? An annuity offers the opportunity to find out.

Risk Perspective

Risk Perspective

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

 

Why Consider Life Insurance and What Type

Key uses for life insurance and the difference between whole life and term

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?

4 Steps to Protecting a Child with Disabilities

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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The Other Sure Thing

Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?

The Cost of Procrastination

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

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

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