Understanding Today’s Financial Environment
Welcome, we are Delmarva Financial Group, a financial services firm with locations in Annapolis area 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, financial goals and objectives.
Our professionals have 40 plus years of combined 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.
Saving for College 101
Here’s a crash course on saving for college.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
A four-step framework for building a personal legacy.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
What does the Tax Reform and Jobs Act mean for you?
Simple steps may help you foil hackers and protect your privacy.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess whether you are running “in the black” or “in the red” each month.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
It’s never a bad time to speak with your financial advisor about changes in your situation.
How do the markets usually react to elections? Was the 2016 election any different?
All about how missing the best market days (or the worst!) might affect your portfolio.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
What does your home really cost?
Why are 401(k) plans, annuities, and IRAs so popular?