Posts about
Market Commentary (21)
How To Maximize Your Charitable Donations In 2020
December 8, 2020
Charitable donations are more than just a great way to support the charity or cause of your choice, they can also provide valuable year-end tax..
Empowered Strategies for the New Year, featuring XML’s Michelle Cooper
December 3, 2020
2020 was a challenging year. The COVID-19 pandemic has forced many of us to rethink everything: our health, our careers, even our relationships. But..
Estate Planning: Common Excuses That Can Delay The Process
November 19, 2020
Estate planning is easy to put off for another day; after all, you have the rest of your life to review your existing estate plan or sit down and..
What to Do When Retirement Arrives Earlier than You Planned
November 5, 2020
Your retirement plan is based on the assumption that you will be able to work until you’re ready to move on to the next chapter in your life...
How to adapt to unexpected changes to your retirement plan
October 12, 2020
The age at which you expect to retire is the foundation for all your retirement planning: your savings goals, your portfolio weighting, and even your..
What Near-Retirees Can Do to Keep Their Retirement Timeline on Track
October 7, 2020
The COVID-19 pandemic and subsequent market crash earlier this year was the second major market setback for investors in just over a decade. In fact,..
How XML Financial Group Helped OTGbaby Get Its Start
October 5, 2020
It’s 2018, and an ordinary late April day at the Bullis School in Potomac MD, but not really. On this day, five teams of nervous, budding..
Switching Jobs? What Are Your Options With That Employer 401(k)?
September 4, 2020
When switching jobs, most people remember to take the important things: a goodbye gift from a coworker, the plant from their desk, and so on...
Why You Shouldn’t Worry if Your Check to the IRS Hasn’t Been Cashed Yet
August 27, 2020
For many taxpayers, sending a check to the IRS is part of their annual tax return routine. But this year, many people are reporting that their checks..
Older Americans Will Need To Adjust To A Post-COVID World
August 24, 2020
The search continues for a vaccine that will bring the COVID-19 pandemic to an end and allow us to return to normal. For Americans over 60, however,..
Wondering if there might be something more you and your money could do?
There are several different ways to connect with us. Chose whichever you are most comfortable with.
let’s talk