Broker Check
  • Phone: 301.474.8300
  • 7501 Greenway Center Dr, Suite 420
  • Greenbelt, MD 20770
  • Send an Email

Our Library

Perspective Newsletter

Do You Know Who Your Beneficiaries Are? Click here for an important video

American Rescue Plan Act (ARPA 2021 [Mar. 11, 2021])

American Rescue Plan Act Provides Relief to Individuals and Businesses

Consolidated Appropriations Act (CAA 2021 [Dec. 27, 2020])

Consolidated Appropriations Act Provides Relief to Individuals and Businesses

Coronavirus Aid, Relief and Economic Security Act (CARES 2020 [Mar. 27, 2020])

CARES Act Provides Relief to Individuals and Businesses

Federal Student Loan Borrowers Get Expanded Relief in CARES Act

IRS Outlines Changes to Healthcare Spending Rules Under CARES Act

Setting Every Community Up for Retirement Enhancement Act (SECURE [Dec. 20, 2019])

The SECURE Act and Your Retirement Savings

New Spending Package Includes Sweeping Retirement Plan Changes (SECURE Act)

Retirement Planning

Milestone Birthdays for Retirement Planning Purposes

IRA and Retirement Plan Limits for 2021

IRA and Retirement Plan Limits for 2020

Social Security*

Social Security Retirement Benefit Basics

Future of Social Security and Medicare


Income Tax Key Numbers for 2020 and 2021

Maryland MOLST*** - Maryland Residents only

* This material is being provided for general information and educational purposes only and should not be construed as investment, tax, accounting, or legal advice, or used as primary or final determinant of the best strategy on how and when to claim Social Security benefits. It is strongly recommended that each individual meet with a Social Security representative who can address his/her specific situation. A wealth of information, including interactive calculators, can be found a the Social Security Administration's website:
**Tax services are not offered through, or supervised by, Capital Analysts or Lincoln Investment.
***When you click the link above, you will be directed to a third-party site. We make no representation as to the completeness or accuracy of information provided at the third party web sites. Nor are we liable for any information you receive arising out of your access to or use of these third-party sites. When you access one of these sites, you assume total responsibility for your use of the sites you are visiting.