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strive to develop

PERSONAL FAMILY RELATIONSHIPS

WITH THE CLIENTS WE SERVE

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Having That Conversation

By: Lyle Benson, As many of you know, for the past two years my mother has been fighting a battle with dementia and sudden total blindness. That battle ended when she passed away just before Christmas last week...

Traditions and Change

By: Chris Benson, The holiday season always brings back a flood of emotions and memories. That first crisp winter day reminds you of the tree farm you'd venture to with the whole family to pick out the perfect Christmas tree...

Post Election Thoughts

By: Lyle Benson, As you might imagine, we have clients across the entire political spectrum. We work hard to maintain a balanced view and to understand all perspectives...

Change in Maryland 529 Plan Rules

By: Chris Benson, As the end of the year nears we have many clients asking how they can help their children and grandchildren save for college. One of the best ways to do this is to use a qualified tuition plan, otherwise known as a 529 plan.

The Election is Over, Now What?

On November 8, 2016 we woke up to an election result that came as a surprise to many. We aren't political pundits so we won't attempt to dissect what happened or how it happened. We also won't take sides and argue over who was right and who was wrong. Just as President Obama, Secretary Clinton and President-Elect Trump expressed in their speeches last night and today, we must now come together and move forward as one country and focus on the future.