17 Year-End Moves That Can Preserve Your Tax Benefits

Barring any tax legislation that takes effect this year, your best overall tax strategy in 2017 is much as it would be in any year: to postpone receiving income that will be highly taxed and increasing deductions to offset current income. The less income you realize, the lower your bill.

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Finding The Balance For Retirement Draw-Downs

Victor and Jane Muratti, a computer analyst and schoolteacher married for more than 30 years, are nearing retirement. Over the years, they have accumulated a mosaic of investments, including stocks, corporate and municipal bonds, mutual funds, exchange-traded funds (ETFs), annuities, real estate, and master limited partnerships (MLPs). Some of these

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How To Spell Estate Tax Relief

Here's an acronym you've probably never heard of: Pronounced D-Sue, it stands for deceased spouse's unused exemption, and it could be a crucial component of your estate plan.

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Watch Out For "Grandparent Scams"

It started innocently enough. Bill Frielander picked up the phone one recent morning at around 10 am. The person on the line said, "Hi Grandpa, it's Jason." To Bill, the voice sounded close enough to his grandson's that he didn't worry. The two chatted amiably a few minutes about family

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Key Components Of A Post-Divorce Estate Plan

Even the best-laid plans can go astray if you get divorced from a long-time spouse. Especially if you go your separate ways after raising children and acquiring property together, your estate plan may need to be revised, and pronto.

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Intelligent Advice and Great Service

Welcome to Burt Wealth Advisors. We are an independent, boutique wealth management firm based in Rockville, MD.  We have been serving the greater Baltimore-Washington Metro area for over 25 years, including Montgomery County and Fairfax, Arlington and Howard counties. Burt Wealth Advisors is a fee-only, Registered Investment Advisor.  Our fiduciary responsibility ensures that clients come first and there will never be a conflict of interest when we make a recommendation.  Our team of lead advisors each have from 15 to over 25 years of experience helping clients.

The cornerstone of our service includes prudent and professional investment management and a majority of our clients came to us exclusively for this service. However, we also offer quality financial planning and our most successful client relationships take advantage of both services.  At Burt Wealth Advisors, we help clients create an investment plan and financial plan flexible enough to meet unexpected challenges - yet disciplined enough to maintain their long-term vision for the future.

We employ a conservative, balanced, and disciplined approach to investing that aims to help you meet your goals while minimizing your risk. We believe that the best way to achieve this outcome is to make sure that your portfolio reflects the right mix of asset classes as well as the optimal selection of individual securities. Four main tenets underpin our investment approach: personalized service, disciplined portfolio construction, rigorous oversight, and detailed reporting.

A financial plan can cover a wide range of goals: a child’s education, a secure, comfortable retirement, and the ability to take advantage of opportunities when they arise.  Or, the financial plan can cover a single specific goal; caring for a parent or a child with special needs, or managing investments in private businesses alongside a portfolio of securities.

The key is a plan that is a living document which everyone understands and commits to making come true. That’s where we come in.  We share a mutual commitment to keep the plan updated and our clients informed about changes and their options.  Clients can always expect us to:

  • Treat them with respect, honesty, and integrity
  • Work as a financial coach and quarterback
  • Put their interests first – Always.
  • Educate them to ensure comfort with each of our recommendations

Not everyone needs a comprehensive financial plan; many people we work with prefer to get advice on a single financial issue initially and then later explore a comprehensive financial plan. We devise such “focused financial plans” when appropriate, always reminding clients that the only way to realistically expect to retire comfortably, support your children’s educational needs, or achieve your other financial goals is with a comprehensive process for managing financial affairs.

While a financial plan in and of itself does not assure you will achieve all of your goals, it does allow you to gauge whether you’re on track and what steps you need to take.

To see how we can help you improve your financial outlook, please contact us to set up a no-obligation consultation.

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Call Us: 301-770-9880

Email: info@burtwealth.com

Burt Wealth Advisors
6010 Executive Blvd., Suite 900
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