Premier Planning Group

(on west street)
Financial and Investment Services in Annapolis, MD
Financial and Investment Services
Financial Services

Hours

Monday
8:30AM - 5:00PM
Tuesday
8:30AM - 5:00PM
Wednesday
8:30AM - 5:00PM
Thursday
8:30AM - 5:00PM
Friday
8:30AM - 5:00PM
Saturday
Closed
Sunday
Closed

Location

115 West Street
Annapolis, MD
21401

About

In this constantly shifting economy, customers and institutional investors are increasingly in need of custom-tailored financial plans to help them meet their specific goals and needs. Our firm is committed to developing targeted solutions by mitigating risk and implementing strategies to reduce your financial exposure, and to implement them competently, responsibly and with confidence. It is our policy to provide independent and sound investment advice whatever your financial situation. We Guide, You Decide

We strive to empower our clients to make informed decisions through education, communication, and service that exceeds their expectations. When it comes to your investments, trust is important. That is why we place particular value on personal relationships with our customers. We view ourselves as your expert partner in all things financial, and will help you develop and implement a plan based on your needs.

Our reputation in Annapolis speaks for itself. We've been a part of the community for over a decade. We love this business and we strive to do what we are passionate about. We want to help our clients do the same. We understand that success can be defined in a variety of ways, so our approach to planning is custom tailored to fit your own unique financial visions and goals.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you.

Photos

Premier Planning Group Photo Premier Planning Group Photo Premier Planning Group Photo Premier Planning Group Photo Premier Planning Group Photo

Services

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle

Latest

How can you get your retirement plan back on track? Here are 4 ways to do it: https://bit.ly/2YP6C9V KIPLINGER.COM 4 Ways to Get Your Retirement Plan Back on Track | Kiplinger
Strategies to maximize retirement savings through each decade: https://time.com/nextadvisor/investing/retirement/how-to-save-for-retirement/
Why successful entrepreneurs need to be calculated risk takers. https://www.forbes.com/sites/chriscarosa/2020/08/07/why-successful-entrepreneurs-need-to-be-calculated-risk-takers/?ss=retirement#58d8737d2f5b
Beyond estate planning: Risk management through continuity planning. https://www.forbes.com/sites/matthewerskine/2020/07/28/beyond-estate-planning-risk-management-through-continuity-planning/?ss=wealth-management#2196ee322cec
5 ways that small businesses can weather the pandemic. https://www.forbes.com/video/6179866036001/?ss=wealth-management#4553a60542a9 FORBES.COM 5 Ways Small Businesses Can Weather The Pandemic
How an HSA compares to a 401(k) for retirement planning. https://www.forbes.com/sites/davidkudla/2020/08/07/how-an-hsa-compares-to-a-401k-for-retirement-planning/?ss=retirement#5c5ea820138d
Elizabeth Harris Nutrition and Wellness 8 hrs · Do you struggle with any of these common food frustrations? 😟 Your list of foods to restrict, eliminate, or avoid is so long that it sometimes feels like there’s nothing left to eat? 😟 You’ve heard so many conflicting messages about healthy eating that you feel completely confused or stressed out about your food choices? 😟 You’ve suffered through diet after diet, yet no matter what you do you never seem to get the lasting results you’re looking for? Are you weary to the bone of battling food or your body (or both)? If so, I’m putting the finishing touches on a special, value-packed FREE WEBINAR that you won’t wanna miss: Food Freedom 101: How to Spend Less Time Stressing About What You Eat So You Can Spend More Time Doing What You Love. In it, I’ll teach you how to STOP DIETING (honest and truly STOP dieting—I'm not talking about a secret “lifestyle” or “wellness” plan that’s really just another diet in disguise). And I'll show you how can go from feeling endlessly frustrated to feeling fabulous about food and yourself. The live event is just 6 days away, on Monday, October 19 at 7 p.m. You can save your spot at the link in the comments below. In this no-fluff, FREE webinar, I’ll show you: ✅ Why diets don't work and what to do instead ✅ The 3 key action steps I work on with all my clients to help them let go of dieting for good ✅ How to truly enjoy pasta and even cake, without guilt or feeling like a failure Want in? Register at the link in the comments now. And don’t worry, if you can’t make it live, you can get the recording after the event as long as you pre-register now!
Here’s some advice for when you’re working with a Financial Advisor virtually. https://bit.ly/33AmONK KIPLINGER.COM Tips for Working with a Financial Adviser Virtually | Kiplinger
The Dutch are leading by example. Learn more about their approach to long-term care here: https://bit.ly/2Rwvuz1 FORBES.COM Can The Dutch Example Help Us Improve Long-Term Care And Manage Its Costs? Maybe.
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases. PREMIERPLANNINGGROUP.COM Monthly Market Insights | October 2020
Why do 401(k) plans still make sense? These 4 reasons will explain why: https://bit.ly/2EbHvXG KIPLINGER.COM 4 Reasons 401(k) Plans Still Make Sense | Kiplinger
This is a great read that covers some helpful business planning opportunities. If you have questions about your business plan, give us a call and we might be able to help! https://bit.ly/2FEheBI FORBES.COM Doubling Up CARES Business Stimulus: PPP, NOL, And Other Planning Opportunities
Stocks making the biggest moves in the premarket. https://cnb.cx/3mulchd CNBC.COM Stocks making the biggest moves in the premarket: Facebook, Tesla, Kansas City Southern, Costco & more
The coronavirus is another reason why a Roth 401(k) may be right for you. https://bit.ly/3iXAc4F KIPLINGER.COM COVID-19 Adds Even More Incentive to Future-Proof Your Retirement with a Roth | Kiplinger
Retirement is different today than it has been for previous generations – it is a great time for you to get a second opinion on your retirement before you say goodbye to your paycheck. Give us a call at (443) 837-2520 to schedule a complimentary retirement consultation.
Best smart home devices for your money, according to tech experts! https://bit.ly/2E73cIl MONEY.COM The Best Smart Home Devices for Your Money, According to Tech Experts
How to use home equity in retirement. 🏠 https://bit.ly/3kn0BJF MSN.COM How to Use Home Equity in Retirement
10 things you need to know about Medicare! https://bit.ly/2RtkAtU MSN.COM 10 Things You Need to Know About Medicare
Question: Why didn’t the ghost dance at the Halloween party? Answer: Because he had no BODY to dance with! 😂 We hope everyone got a little laugh from our joke and has a happy Halloween!
Start seeing retirement as a new beginning! https://bit.ly/3hCoBa7 BIT.LY Retirement: The End Or A New Beginning?
Not all 401(k)s are created equal- Some come with more control than others! https://bit.ly/2RtYqHQ KIPLINGER.COM Not All 401(k)s Are Alike: SDBAs Come with More Control | Kiplinger
7 tips to help you pay off your credit card debt. 💳 https://bit.ly/3c5aEA8 MONEY.COM 7 Tips for Paying off Your Credit Card Debt
These places all sound wonderful! https://bit.ly/2RzJS9L FORBES.COM The Best Places To Retire In 2020
In October, stock prices felt increased pressure due to inaction on a second American fiscal stimulus bill and a rise in global COVID-19 cases. PREMIERPLANNINGGROUP.COM Monthly Market Insights | November 2020
Fixed indexed annuities made up nearly 57% of total annuity sales in 2019, and they’re hot in 2020. But are they a good idea? https://bit.ly/3msP3G3 KIPLINGER.COM How to Pick an Indexed Annuity | Kiplinger
Roth IRAs offer a great way to save for retirement for certain people. Here's what you need to know. https://bit.ly/2HqbWdQ KIPLINGER.COM Roth IRA Contribution Limits for 2020 | Kiplinger
Social Security benefits play an important role in retirement security, and they are being impacted by current events in several ways. https://bit.ly/3onqVGe KIPLINGER.COM What You Need to Know about Social Security in a Pandemic and Recession | Kiplinger
Here’s Why You Should Repay Your CARES Act 401(k) Withdrawal Within The Allowable 3-Year Window https://bit.ly/35vGx1Q FORBES.COM Here’s Why You Should Repay Your CARES Act 401(k) Withdrawal Within The Allowable 3-Year Window
If you have discovered you aren’t on track to have the money you’ll need for the retirement you desire, this post is for you! https://bit.ly/35pKXYd MSN.COM 5 ways to rebuild your retirement savings
To the uninitiated, Medicare is an alphabet soup of parts and plans. Do you want your basic Medicare—parts A and B—with a dollop of Part D and a medigap side order of Plan G, or go for all-in-one? https://bit.ly/34nppw0 KIPLINGER.COM How to Pick the Right Medicare Plans for You | Kiplinger
We are a local financial services firm located in Annapolis, MD. Our goal is help you achieve your retirement dreams. Schedule a complimentary retirement consultation with us to find out how you may make your retirement dreams your reality. Call (443) 837-2520 or visit https://bit.ly/35iqZ2H to schedule your appointment.
To all those who have served, and those who continue to serve… Happy Veterans Day!
Thirty-three of Vanguard funds rank among the 100 most popular funds in employer-sponsored retirement plans in the country, according to information from BrightScope, a financial data firm that rates 401(k) plans. https://bit.ly/3dTQ1rq KIPLINGER.COM The Best Vanguard Funds for 401(k) Retirement Savers | Kiplinger
How To Boost Your Retirement Income. https://bit.ly/34ohFKo BIT.LY How To Boost Your Retirement Income
Here’s What Maxing Out Your 401(k) Could Get You In Retirement https://bit.ly/31CWWjZ FORBES.COM Here’s What Maxing Out Your 401(k) Could Get You In Retirement
What You Need To Know About Taxes And Your Retirement https://bit.ly/2TmaprQ FORBES.COM What You Need To Know About Taxes And Your Retirement
Here's how the Roth IRA works, what it offers and how it compares to a traditional IRA. https://bit.ly/34ohvCM MSN.COM Roth IRA: How these retirement savings accounts work
The biggest challenge retirees are now facing is how to turn their nest egg into an income solution, experts say: https://bit.ly/31D738m MONEY.COM How Can Retirees Living Off Savings Succeed in Today's Low-Yield Environment?
Wishing you a happy and festive Thanksgiving with all your family and friends!
How to Deal With Covid-19 Burnout At Work https://bit.ly/2J0tOgf BIT.LY How To Deal With Covid-19 Burnout At Work
In November, stock prices powered higher and energized investors thanks to a month-long succession of positive news events. PREMIERPLANNINGGROUP.COM Monthly Market Insights | December 2020
All we can do is our best to prepare for retirement. https://bit.ly/2V0BD8h FORBES.COM 7 Things To Remember When You Feel Like You'll Never Be Able To Retire
“Whenever I work with someone who is looking to transition into the retirement phase of life, their biggest concern is making sure they don’t run out of money.” https://bit.ly/3pZA4pk BIT.LY Plan For Retirement With These Important Steps
As we approach the latter years of our career, thoughts of what retirement will look like can be a source of mixed emotions. https://bit.ly/2J8Hxlg KIPLINGER.COM 4 Questions That Keep Most Pre-Retirees Awake at Night | Kiplinger
Even in a crisis situation, it is often prudent to keep investing for your future. Here’s how you can decide if and how much to invest for retirement. https://bit.ly/34pSYx8 TIME.COM Seriously, though, how much should I be saving for retirement right now?
Have you been tempted to join the wave of folks jumping on the Roth IRA conversion bandwagon? First, check out the pros and cons to see if it makes sense for you. https://bit.ly/376FIO3 BIT.LY Why Are Roth Conversions So Trendy Right Now? The Case FOR and AGAINST Them | Kiplinger
Americans of all ages often dream about retirement, but most struggle to actually save for it. https://bit.ly/3fRg7en BIT.LY Retirement Checklist: Maximize Savings Through Every Decade of Your Life
From traveling the world to helping people in need, there are a variety of activities that can give you meaning and joy in retirement. https://bit.ly/2Imus7W KIPLINGER.COM How to Be Happy (Not Bored!) in Retirement – Starting Today | Kiplinger
Before you accept a buyout, do the math to see if you really can afford to retire https://bit.ly/37aOaf9 KIPLINGER.COM Considering Early Retirement? 5 Things to Know | Kiplinger
Have you thought about where your income will come from when you are no longer receiving a regular paycheck? We have retirement income solutions that may be able to help meet your retirement goals. Give us a call at (443) 837-2520 to schedule a complimentary retirement consultation.
The future isn't always predictable, but by taking inventory of your budget and savings as you head back to work, you can be prepared in both the long and short term for whatever may come. https://bit.ly/3fvchsI KIPLINGER.COM Managing Your Money in an Uncertain World | Kiplinger
These important time management techniques will help destress your life as you get busier in your retirement years https://bit.ly/3m6UMB2 KIPLINGER.COM 9 Tips for Better Time Management in Retirement | Kiplinger
So perhaps more than any other financial decision you’ll make, reaching personal retirement goals takes diligence, preparation, planning for the “what if’s” and lots of willpower. https://bit.ly/2JbDk0e MSN.COM How to determine your retirement goals
Knowing what to expect in advance can help you prepare for — and adjust to — life in your golden years. https://bit.ly/2JfKksY MSN.COM 8 Surprising Things No One Tells You About Retirement
The future isn't always predictable, but by taking inventory of your budget and savings as you head back to work, you can be prepared in both the long and short term for whatever may come. https://bit.ly/3fvchsI KIPLINGER.COM Managing Your Money in an Uncertain World | Kiplinger
There are all sorts of places you can save money for retirement if you don’t have a 401(k) or other workplace retirement plan: savings accounts, brokerage accounts, money under your mattress. However, few can compare with an individual retirement account. https://bit.ly/2J91Jn9 MSN.COM 7 Secret Perks of Individual Retirement Accounts
Getting pet-friendly when you’re in retirement may give you a healthy boost https://bit.ly/3m4boK0 KIPLINGER.COM The Ways Pets Improve Our Retirement Well-Being | Kiplinger
Happy Holidays! We hope everyone has a lovely day spent with family and friends.
These important time management techniques will help destress your life as you get busier in your retirement years https://bit.ly/3m6UMB2 KIPLINGER.COM 9 Tips for Better Time Management in Retirement | Kiplinger
So perhaps more than any other financial decision you’ll make, reaching personal retirement goals takes diligence, preparation, planning for the “what if’s” and lots of willpower. https://bit.ly/2JbDk0e MSN.COM How to determine your retirement goals
Knowing what to expect in advance can help you prepare for — and adjust to — life in your golden years. https://bit.ly/2JfKksY MSN.COM 8 Surprising Things No One Tells You About Retirement
Happy New Year! We hope everyone has an amazing year in 2021!
It’s never too early to start considering your retirement, and there can be ways to save even if you’re facing financial challenges, like debt. https://bit.ly/3m96WKe TIME.COM This Basic Investment Decision Can Have a Big Impact On Your Retirement
There are all sorts of places you can save money for retirement if you don’t have a 401(k) or other workplace retirement plan: savings accounts, brokerage accounts, money under your mattress. However, few can compare with an individual retirement account. https://bit.ly/2J91Jn9 MSN.COM 7 Secret Perks of Individual Retirement Accounts
Getting pet-friendly when you’re in retirement may give you a healthy boost https://bit.ly/3m4boK0 KIPLINGER.COM The Ways Pets Improve Our Retirement Well-Being | Kiplinger
Happy Holidays! We hope everyone has a lovely day spent with family and friends.
These important time management techniques will help destress your life as you get busier in your retirement years https://bit.ly/3m6UMB2 KIPLINGER.COM 9 Tips for Better Time Management in Retirement | Kiplinger
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill. PREMIERPLANNINGGROUP.COM Monthly Market Insights | January 2021
We found some of the best affordable places to retire in the U.S. https://bit.ly/34puHa6 MSN.COM The Best Places to Retire If You Can’t Save $1 Million
There are things investors can do now to gain more control over their finances and prepare for what might come next. https://bit.ly/2K7qmRX KIPLINGER.COM 3 Steps You Can Take Now to Gain Control of Your Retirement | Kiplinger
Having the proper “retirement mindset” could be the difference between uncertainty and worry as we age vs. having that feeling of freedom to create new and exciting memories during our golden years. https://bit.ly/3oziQO6 KIPLINGER.COM Is Your Mindset Right for an Amazing Retirement? | Kiplinger
Happy New Year! We hope everyone has an amazing year in 2021!
It’s never too early to start considering your retirement, and there can be ways to save even if you’re facing financial challenges, like debt. https://bit.ly/3m96WKe TIME.COM This Basic Investment Decision Can Have a Big Impact On Your Retirement
Here is a look at several competing priorities you need to balance for a solid retirement investment plan. https://bit.ly/3gXKwtD MSN.COM 6 Competing Retirement Investing Goals and How to Balance Them
When it comes to your retirement, you want to know you’re getting real ideas and real strategies from someone who cares about your real goals. If you’re ready to get real, visit https://bit.ly/3i87M8F and start a conversation about your retirement goals today.
No matter what stage of life you’re in, it’s never too late — or too early — to make sound financial decisions. https://bit.ly/2WpJRHV MSN.COM Best Tips for Saving for Retirement — at Any Age
Whether you are newly retired or have spent years in retirement, a financial checkup can help you enjoy your senior years more comfortably. https://bit.ly/34oFaT3 MSN.COM 4 Year-End Moves to Help Retirees Breathe Easy in 2021
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill. PREMIERPLANNINGGROUP.COM Monthly Market Insights | January 2021
We found some of the best affordable places to retire in the U.S. https://bit.ly/34puHa6 MSN.COM The Best Places to Retire If You Can’t Save $1 Million
Be aware of these common financial blunders — some that many people make well before retirement age, and others that happen after they leave the workforce — and take action to avoid them. https://bit.ly/3nWfrZQ MSN.COM 8 Mistakes That Can Sabotage Your Retirement
Here are a few ways you may be sabotaging your retirement without even realizing it. https://bit.ly/3p28vKU MSN.COM 3 Things You're Doing to Sabotage Your Retirement
Here is a look at several competing priorities you need to balance for a solid retirement investment plan. https://bit.ly/3gXKwtD MSN.COM 6 Competing Retirement Investing Goals and How to Balance Them
When it comes to your retirement, you want to know you’re getting real ideas and real strategies from someone who cares about your real goals. If you’re ready to get real, visit https://bit.ly/3i87M8F and start a conversation about your retirement goals today.
No matter what stage of life you’re in, it’s never too late — or too early — to make sound financial decisions. https://bit.ly/2WpJRHV MSN.COM Best Tips for Saving for Retirement — at Any Age
Whether you are newly retired or have spent years in retirement, a financial checkup can help you enjoy your senior years more comfortably. https://bit.ly/34oFaT3 MSN.COM 4 Year-End Moves to Help Retirees Breathe Easy in 2021
Saving for retirement is tough, and nobody has all the right answers. Everyone is bound to make mistakes sooner or later -- but the most important thing is to learn from those blunders and move on. https://bit.ly/2WTYdQP BIT.LY Saving for Retirement? You Could Be Losing Money Without Realizing It
Here are some brilliant tips and tricks to get the most out of your retirement savings. https://bit.ly/380rhwI MSN.COM Ways to make your retirement savings stretch further
Whether or not your retirement plans are looking secure, the new year is a great time to review where you stand. https://bit.ly/3pAzJZd BIT.LY Top 10 Retirement Tips For 2021
Be aware of these common financial blunders — some that many people make well before retirement age, and others that happen after they leave the workforce — and take action to avoid them. https://bit.ly/3nWfrZQ MSN.COM 8 Mistakes That Can Sabotage Your Retirement
Here are a few ways you may be sabotaging your retirement without even realizing it. https://bit.ly/3p28vKU MSN.COM 3 Things You're Doing to Sabotage Your Retirement
Here is a look at several competing priorities you need to balance for a solid retirement investment plan. https://bit.ly/3gXKwtD MSN.COM 6 Competing Retirement Investing Goals and How to Balance Them
To be prepared for retirement, you need to have a firm idea of your spending needs. Here are some different methods to make sure you’re on track. https://www.kiplinger.com/retirement/601998/5-ways-to-track-your-budget-in-the-years-before-you-retire
Before you make the big move, consider these 12 tips for how to retire abroad. https://bit.ly/3myuCqF MSN.COM 12 Tips for a Great Overseas Retirement
Saving for retirement is tough, and nobody has all the right answers. Everyone is bound to make mistakes sooner or later -- but the most important thing is to learn from those blunders and move on. https://bit.ly/2WTYdQP BIT.LY Saving for Retirement? You Could Be Losing Money Without Realizing It
Here are some brilliant tips and tricks to get the most out of your retirement savings. https://bit.ly/380rhwI MSN.COM Ways to make your retirement savings stretch further
Whether or not your retirement plans are looking secure, the new year is a great time to review where you stand. https://bit.ly/3pAzJZd BIT.LY Top 10 Retirement Tips For 2021
Be aware of these common financial blunders — some that many people make well before retirement age, and others that happen after they leave the workforce — and take action to avoid them. https://bit.ly/3nWfrZQ MSN.COM 8 Mistakes That Can Sabotage Your Retirement
The Social Security rules and choices are complicated, so it’s understandable people have trouble optimizing their benefits. Let us help you get through the complications. https://www.forbes.com/sites/bobcarlson/2021/01/05/7-common-and-costly-social-security-mistakes/?sh=57b041db4dd2
You’re closing in on retirement, but you’re not there yet. Are you on track? Will you be ready? We are here to help you feel confident in your journey. Contact our office today! https://www.kiplinger.com/retirement/601972/turning-60-checklist-10-key-retirement-questions-to-ask
Even the most diligent savers can encounter obstacles on the road to retirement, but the past few months have delivered unprecedented hazards. We’ll help you come up with a recovery plan. https://www.kiplinger.com/retirement/retirement-planning/601932/get-your-retirement-back-on-course
To be prepared for retirement, you need to have a firm idea of your spending needs. Here are some different methods to make sure you’re on track. https://www.kiplinger.com/retirement/601998/5-ways-to-track-your-budget-in-the-years-before-you-retire
Before you make the big move, consider these 12 tips for how to retire abroad. https://bit.ly/3myuCqF MSN.COM 12 Tips for a Great Overseas Retirement
Saving for retirement is tough, and nobody has all the right answers. Everyone is bound to make mistakes sooner or later -- but the most important thing is to learn from those blunders and move on. https://bit.ly/2WTYdQP BIT.LY Saving for Retirement? You Could Be Losing Money Without Realizing It
Happy Valentine’s Day! We hope you are able to enjoy it with someone special in your life.
Each person’s situation is unique and there is no ‘one size fits all’ retirement strategy. But knowing yourself and your emotions can help make a positive difference in the success of your retirement plan. https://www.forbes.com/sites/markavallone/2021/12/29/3-questions-to-ask-yourself-before-you-retire/?sh=6b7c70c31f87
Thinking about an early retirement? Below are eight simple strategies to help you do just that. https://www.forbes.com/sites/jrose/2021/01/04/8-simple-strategies-to-retire-early-for-2021/?sh=bb0a8c63c8e3
The Social Security rules and choices are complicated, so it’s understandable people have trouble optimizing their benefits. Let us help you get through the complications. https://www.forbes.com/sites/bobcarlson/2021/01/05/7-common-and-costly-social-security-mistakes/?sh=57b041db4dd2
You’re closing in on retirement, but you’re not there yet. Are you on track? Will you be ready? We are here to help you feel confident in your journey. Contact our office today! https://www.kiplinger.com/retirement/601972/turning-60-checklist-10-key-retirement-questions-to-ask
Even the most diligent savers can encounter obstacles on the road to retirement, but the past few months have delivered unprecedented hazards. We’ll help you come up with a recovery plan. https://www.kiplinger.com/retirement/retirement-planning/601932/get-your-retirement-back-on-course
Even in a crisis situation, it is often prudent to keep investing for your future. Here’s how you can decide if and how much to invest for retirement. https://time.com/nextadvisor/investing/retirement/how-much-to-save-for-retirement/
The journey to retirement is full of excitement and worry, obstacles and windfalls, ups and downs. We’re here for all of it. Visit https://bit.ly/2ONpe7W to begin the discussion about your retirement journey today.
Let’s retire the word retirement, which conjures images of rocking chairs and sunsets. Today, it’s all about achieving “vocational freedom,” a place where work is optional and life is an adventure. https://www.kiplinger.com/retirement/601915/its-time-to-change-how-we-talk-about-retirement-starting-with-the-word-itself
Preparing for retirement doesn’t have to be difficult or complex. Even if you don’t have a detailed plan for retirement in place, taking small steps now can make a big difference as you approach retirement. https://money.usnews.com/money/retirement/401ks/articles/steps-to-take-when-preparing-for-retirement MONEY.USNEWS.COM 20 Steps to Take When Preparing for Retirement
Happy Valentine’s Day! We hope you are able to enjoy it with someone special in your life.
Each person’s situation is unique and there is no ‘one size fits all’ retirement strategy. But knowing yourself and your emotions can help make a positive difference in the success of your retirement plan. https://www.forbes.com/sites/markavallone/2021/12/29/3-questions-to-ask-yourself-before-you-retire/?sh=6b7c70c31f87
We've had many clients reaching out to us about COVID-19 updates and vaccine information. If you're not already, you can register via email to receive weekly updates like this one. Visit aacounty.org/coronavirus to register for the email and learn more information.
Does your ideal retirement include hours at the beach, challenging hikes, or something else? Here are 10 of the best places to retire in America. https://money.com/best-places-to-retire-2020/
Want the best chance for the longest life? https://money.com/best-place-to-live-longest-life-2020/
Even in a crisis situation, it is often prudent to keep investing for your future. Here’s how you can decide if and how much to invest for retirement. https://time.com/nextadvisor/investing/retirement/how-much-to-save-for-retirement/
The journey to retirement is full of excitement and worry, obstacles and windfalls, ups and downs. We’re here for all of it. Visit https://bit.ly/2ONpe7W to begin the discussion about your retirement journey today.
Let’s retire the word retirement, which conjures images of rocking chairs and sunsets. Today, it’s all about achieving “vocational freedom,” a place where work is optional and life is an adventure. https://www.kiplinger.com/retirement/601915/its-time-to-change-how-we-talk-about-retirement-starting-with-the-word-itself
There were a lot of tax changes for the 2020 tax year. Get familiar with them now before you file your 2020 tax return. https://bit.ly/30yZOwQ BIT.LY Tax Changes and Key Amounts for the 2020 Tax Year | Kiplinger
When you’re planning for retirement, it’s fun to contemplate all the travel and rounds of golf ahead of you, but don’t forget about the taxes. https://bit.ly/3a7d7uL KIPLINGER.COM How 10 Types of Retirement Income Get Taxed | Kiplinger
Anne Arundel County's Weekly COVID-19 Update!
Here is how to spot and crush those hidden fees in your investments. https://www.kiplinger.com/retirement/retirement-planning/602043/how-to-spot-and-squash-nasty-fees-that-hide-in-your
For new retirees—especially those on a fixed income—it's more important than ever to take full advantage of every tax break available. https://www.kiplinger.com/slideshow/retirement/t054-s001-most-overlooked-tax-breaks-deductions-for-retirees/index.html
It pays to know a little bit about how 401(k)s work and what you can do to maximize your returns. https://money.com/401k-and-401k-rollover/
To help those about to retire, here are five things they may need to have in place before doing so. https://bit.ly/3jtrufV KIPLINGER.COM 5 Things You Need to Decide Before You Can Retire | Kiplinger
There were a lot of tax changes for the 2020 tax year. Get familiar with them now before you file your 2020 tax return. https://bit.ly/30yZOwQ BIT.LY Tax Changes and Key Amounts for the 2020 Tax Year | Kiplinger
You may need to save more for a longer life and health-care costs for retirement. How you approach this may be best augmented by a number of tools: https://bit.ly/2NvGfDr FORBES.COM Why You Need To Review These 5 Retirement Risks
Are you still having a hard time getting a COVID-19 vaccine? Text MDReady to 898211 to receive the latest vaccine alerts and availability in Maryland via text.
To make the most of a traditional IRA, here are 10 things you must know. https://bit.ly/3pXZouG BIT.LY Traditional IRA Basics: 10 Things You Must Know | Kiplinger
To help those about to retire, here are five things they may need to have in place before doing so. https://bit.ly/3jtrufV KIPLINGER.COM 5 Things You Need to Decide Before You Can Retire | Kiplinger
There were a lot of tax changes for the 2020 tax year. Get familiar with them now before you file your 2020 tax return. https://bit.ly/30yZOwQ BIT.LY Tax Changes and Key Amounts for the 2020 Tax Year | Kiplinger
When you’re planning for retirement, it’s fun to contemplate all the travel and rounds of golf ahead of you, but don’t forget about the taxes. https://bit.ly/3a7d7uL KIPLINGER.COM How 10 Types of Retirement Income Get Taxed | Kiplinger
It is now officially Spring! What do you enjoy most about it?
Avoid these common mistakes to enjoy all that your retirement can offer! https://bit.ly/3pX0ved KIPLINGER.COM Avoid These 4 Common but COSTLY Retirement Income Mistakes | Kiplinger
Happy St. Patrick’s Day!
Retirement isn’t about finding a magic solution. It’s about making a series of appropriate decisions at appropriate times. One decision can get you started: Giving us a call at (443) 837-2520.
People often worry about how much they should save for retirement and whether they’ll run out of money in retirement. Yet, they overlook a key source of retirement income and how much it is worth to them. https://bit.ly/2P3ALzY FORBES.COM You’re Probably Richer At Retirement Than You Realize
You may need to save more for a longer life and health-care costs for retirement. How you approach this may be best augmented by a number of tools: https://bit.ly/2NvGfDr FORBES.COM Why You Need To Review These 5 Retirement Risks
You know what they say about timing: It’s everything. That’s especially true about retirement. https://bit.ly/39Qu8b1 KIPLINGER.COM You Are NOT Ready to Retire Until You Can Answer These 7 Questions | Kiplinger
Whatever your needs may be, creating a retirement income plan is an important part of feeling secure in retirement. https://bit.ly/2PdNZKL KIPLINGER.COM How to Address Retirees’ No. 1 Concern | Kiplinger
It is now officially Spring! What do you enjoy most about it?
Avoid these common mistakes to enjoy all that your retirement can offer! https://bit.ly/3pX0ved KIPLINGER.COM Avoid These 4 Common but COSTLY Retirement Income Mistakes | Kiplinger
Happy St. Patrick’s Day!
Retirement isn’t about finding a magic solution. It’s about making a series of appropriate decisions at appropriate times. One decision can get you started: Giving us a call at (443) 837-2520.
Happy Easter!
Today is National One Cent Day. The United States first issued a one-cent coin produced by a private mint in 1787. Benjamin Franklin designed it.
What should your priorities be as you plan for a modern-day retirement? Here are a few things to consider: https://bit.ly/3pWepNy KIPLINGER.COM Looking for Your Dream Retirement? Better Get an Up-to-Date Map | Kiplinger
You know what they say about timing: It’s everything. That’s especially true about retirement. https://bit.ly/39Qu8b1 KIPLINGER.COM You Are NOT Ready to Retire Until You Can Answer These 7 Questions | Kiplinger
Whatever your needs may be, creating a retirement income plan is an important part of feeling secure in retirement. https://bit.ly/2PdNZKL KIPLINGER.COM How to Address Retirees’ No. 1 Concern | Kiplinger
It is now officially Spring! What do you enjoy most about it?

Information

Company name
Premier Planning Group
Category
Financial and Investment Services

FAQs

  • What is the phone number for Premier Planning Group in Annapolis MD?
    You can reach them at: 443-837-2520. It’s best to call Premier Planning Group during business hours.
  • What is the address for Premier Planning Group on west street in Annapolis?
    Premier Planning Group is located at this address: 115 West Street Annapolis, MD 21401.
  • What are Premier Planning Group(Annapolis, MD) store hours?
    Premier Planning Group store hours are as follows: Mon-Fri: 8:30AM - 5:00PM, Sat-Sun: Closed.