Lee Derrick                         1831 Forest Drive, Suite K

Steve Derrick                      Annapolis, MD 21401          

Chris Gill                                (410) 263-9708                        

                                                  

Retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

 
 
What You Need to Know About Social Security

What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

How to consider inflation into your retirement strategy

How to consider inflation into your retirement strategy

How will inflation impact your retirement? Learn how to factor price increases into your long-term financial strategy.

Risk Tolerance: What’s Your Style?

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

 

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.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Why your expenses may increase in retirement

People often think their expenses will decline in retirement. But that may not be the case.

6 tips for retirement planning

Retirement can sound like a dream. To help ensure that your retirement truly is dreamy, it’s wise to plan ahead

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.

You can DIY guaranteed income with these 3 tips

Get guaranteed retirement income with an annuity. Here’s how.

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18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

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