Cut Your Tax In Half


This book contains real life examples of how proper planning can help you substantially reduce your taxes.
Click here to learn more.

  • Six Common 401(k) Plan Misconceptions
    Do you really know as much as you think you do about your 401(k) plan? Let's find out.
  • 2015 Year-End Tax Planning Basics
    As the end of the 2015 tax year approaches, set aside some time to evaluate your situation and consider potential opportunities. Effective year-end planning
  • Frequently Asked Questions on Opening a 529 Plan Account
    529 plans are savings vehicles tailor-made for college. Anyone can open an account, lifetime contribution limits are typically over $300,000, and 529
  • My employer now offers wellness benefits as part of its employee benefits package. But what are they?
    It's no surprise that your company has started offering wellness benefits, since many employers are already offering these types of programs as part
  • How do I compare my health insurance options during open enrollment?
    The decisions you make during open enrollment season regarding health insurance are especially important, since you generally must stick with the
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 *"Securities and Investment Advisory Services offered through KCD Financial, Inc., Member FINRA & SIPC. Securities are offered in Maryland, Virginia, Pennsylvania, New Jersey and North Carolina. For the residents of the other states, information provided here is for educational purpose only."

This communication is strictly intended for individuals residing in the state(s) of MD, NJ, NC, PA and VA. No offers may be made or accepted from any resident outside the specific states referenced.