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Pro Wealth Management, LLC.

(410) 552-5852

6250 Rebecca Court
P. O. Box 392
Sykesville, MD 21784

 
RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit

Celebrating 30 Years in Financial Services!

The investment climate has never been more exciting or more challenging than it is today.

To take advantage of all available opportunities, investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with a trustworthy representative who has a clear understanding of their needs.

By keeping clients' objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, I maintain a constant commitment to putting service first.

As a full-service financial consultant, I offer clients an assortment of quality, non-proprietary investment choices. If you would like any further information about these topics, or other areas of investing, please don't hesitate to contact me, by phone or e-mail. I can help you make sense of today's investment climate.

Helpful Content

When Does Your Personal Car Become a Commercial Vehicle?

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

 

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

When Do You Need a Will?

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

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Inflation and Your Portfolio

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

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