Understanding Today’s Financial Environment
Welcome, we are Delmarva Financial Group, a financial services firm with locations in Annapolis and Stevensville, Maryland. We understand that individuals and businesses face unique challenges as they prepare for retirement. We strive to help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
These food myths will really put a drain on your wallet.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Technology tips to make your next trip even better.
Knowing your options when a CD matures can help you make a sound investment decision.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate your monthly and annual income from various IRA types.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much you have the potential to earn during your working years.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Why are 401(k) plans, annuities, and IRAs so popular?
Do you know these three personal finance sayings?
What if instead of buying that vacation home, you invested the money?
What does your home really cost?
Pundits say a lot of things about the markets. Let's see if you can keep up.