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Home | Aist Wealth Planning in Woldorf, MDAt Aist Wealth we provide comprehensive investment management and financial services with a focus on helping clients pursue their long-term goals.
http://www.aistwealth.com/
At Aist Wealth we provide comprehensive investment management and financial services with a focus on helping clients pursue their long-term goals.
http://www.aistwealth.com/
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Home | Aist Wealth Planning in Woldorf, MD | aistwealth.com Reviews
https://aistwealth.com
At Aist Wealth we provide comprehensive investment management and financial services with a focus on helping clients pursue their long-term goals.
aistwealth.com
College Funding Solutions | Georgeanne G. Aist
http://www.aistwealth.com/p/college-planning
Providing funds for a child’s education is one of the most important financial commitments most parents will make. Unfortunately, the cost of providing a higher education is soaring. For most parents, developing a plan for meeting education expenses has become essential. Aist Wealth Planning has particular expertise in:. State sponsored 529 plans- State sponsored 529 plans. Our firm is able to help you determine whether a 529 plan suits your college expense planning needs. . An UGMA/UTMA account is a cus...
Making Sense of U.S. Household Net Worth | Georgeanne G. Aist
http://www.aistwealth.com/resource-center/money/us-household-net-worth
Making Sense of U.S. Household Net Worth. 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? US Personal Savings Rate. What can be learned from the savings rate? Your Cash Flow Statement. A presentation about managing money: using it, saving it, and even getting credit. Check the background of your financial professional on FINRA's BrokerCheck. Securities: Maryland, Virginia, Alaska and Arkansas. And a reg...
Tax | Georgeanne G. Aist
http://www.aistwealth.com/resource-center/tax
Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts. The Facts About Income Tax. Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you. Making Your Tax Bracket Work. Will You Pay the AMT? Here are ...
Retirement | Georgeanne G. Aist
http://www.aistwealth.com/resource-center/retirement
Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. How to Bake a Pie-R-A. Roth IRAs are tax advantaged in a different way from traditional IRAs. An Inside Look at Retirement Living. How to Retire Early. For many, ...
Employee Benefits | Georgeanne G. Aist
http://www.aistwealth.com/p/employee-benefits
In today's highly competitive marketplace, it is becoming increasingly difficult for business owners to attract and retain top talent. Salary is no longer the sole compensation driver. Employees are also looking at an employer's overall benefits package and its potential to help address their real concerns of financially protecting their families in addition to adequately planning for retirement. We have particular expertise in the following areas:. Group Health, Disability, Life & Long Term Care. Unless...
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Community Foundation of Southern Maryland - Informationand Resources for Professional Advisors
http://www.cfsomd.org/advisors.html
The CFSOMD Professional Advisor Council. The following have assisted with the advancement of the CFSOMD):. The Greer Law Firm. 200 Howard Street, La Plata, MD 20646. Kimberly J. Rosenfield, CFP , CRPS. Morgan Stanley Wealth Management. 3825 Leonardtown Road, Suite 6, PO Box 880, Waldorf, MD 20604. Toll Free: (800) 992-3194. Robert Burke Law Firm. 300 Charles Street, P.O. Box 2283, La Plata, Maryland 20646. Brian W. Ritter, Jr., Esq. Estate Planning, Probate and Elder Law Group. Ferrante and Dill LLC.
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Home | Aist Wealth Planning in Woldorf, MD
Our goal is to create customized strategies that are proactive, build wealth, and achieve a sense of security. We strive to work closely with our clients, building long lasting, multi-generational partnerships with them. Investing doesn’t have to be complicated. We seek to simplify the process. Understanding the dynamics of your family or business - Fostering harmony while accomplishing your goals. We Plan for the Certainty of Uncertainty. Georgeanne Aist, Founder. Estate & Philanthropy. Workers 50 may m...
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