3409-A Urbana Pike
Frederick, MD 21704

LinkedIn

Chris Miller

Partner | Wealth Advisor

(301) 639-0850

 

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

 

Related Content

Medicare Advantage 101

Medicare Advantage 101

Overview of Medicare Advantage, what’s in them, special rules, and more.

A Look at Systematic Withdrawals

A Look at Systematic Withdrawals

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

3 Estate Challenges for Blended Families

3 Estate Challenges for Blended Families

If you’ve been re-married or divorced, these family structures may present some unique challenges. This article will help your clients with blended families think and prepare their estate strategy.