You know the old saying, “Trying to keep up with the Joneses?” There’s one problem with it: The Joneses were broke. Here are three ways to avoid a similar temptation of spending beyond your means.
About Our Bel Air Location
At Allworth Financial, we pride ourselves on empowering you with financial education. And you can hear the proof of that philosophy when you listen to the Money Matters podcast/radio show, which is hosted by Allworth founders Scott Hanson and Pat McClain. With over 20 years of broadcasts, Money Matters is one of the longest running financial topic programs in America.
And this passion for no-nonsense, straightforward financial education doesn’t stop on the airwaves. You’ll also find this same honest and direct approach from the dedicated and experienced team in our Bel Air, Maryland, office.
Our team in Bel Air has been faithfully providing fiduciary investment management and financial planning advice to individuals and clients throughout Maryland, Delaware, and Pennsylvania for more than 30 years.
Conveniently located in northeast Maryland between U.S. Hwy 1 and I-95, Our Bel Air team works with you to offer guidance on:
- Retirement and Financial Planning
- Investment Management
Recipient of Best-In-Class Ethics and Best-In-Class Financial Advisors by NBRI (2020) 3
Barron's Top 100 Independent Advisors in America (2020)1
Financial Times Top 300 Registered Investment Advisors (2019)†
Meet Our Financial Advisory Team
Insights from Allworth Financial
Simply stated, benchmarking is the process of reviewing and evaluating your company retirement plan.
Contrary to popular belief, your tax rate might not go down in retirement. In fact, it might go up! The culprit? Required Minimum Distributions (RMDs). We explain why… and outline three potential ways to reduce this tax burden (and save you money).