Montgomery Community Media

Individuals with significant assets who want to transfer wealth to heirs tax-free, as well as minimize estate taxes, should take advantage of proven tax strategies such as gifting and direct payments to educational institutions; however low interest rates and a volatile stock market are creating additional opportunities. Let’s take a look at some of the […]

As we move through difficult days with the hope that tomorrow will be brighter, we must find our own way and also help others navigate a safe and healthy path forward. Though my students are not able to present their original music compositions this year as a collective group, they have found a vehicle to […]

Julia McGlamary, a supervisor with Adult Protective Services provides information about when and who to contact if you suspect Elder Abuse. World Elder Abuse Awareness Day is June 15th. If there is a risk of immediate harm, call 911. For Adult Protective Services, (APS) call 240-777-3000  

As part of the Coronavirus Aid, Relief, and Economic Security (CARES) Act, signed into law March 27, many small business owners were able to apply for – and receive – a loan of up to $10 million under the Paycheck Protection Program (PPP). Businesses – including nonprofits, veterans’ organizations, Tribal entities, self-employed individuals, sole proprietorships, […]

Rarely in my career have I seen such polarizing views on the direction of stocks. One view anticipates a slow recovery due to the extremely high levels of unemployment and the uncertain future of a vaccine for Covid-19. The countering view forecasts one of the most rapid financial comebacks in history, largely due to the […]

On May 15. Governor Larry Hogan moved the State into stage one of the ‘Maryland Strong: Roadmap to Recovery’, with the state moving from a Stay at Home order to a Safer at Home public health advisory, and gradual reopening’s of retail, manufacturing, houses of worship, and some personal services. Although the Governor has amended […]

Many investors are contemplating ways they can transition some of their investments to align with their values – specifically environmentally conscious values.  Learn some misconceptions and benefits of going fossil fuel free and how you can realign your investments in our video here.    

Many stock and bond investors were caught off guard by the swift and severe market downturn earlier this spring. At the market bottom, things looked dismal, and many stock and bond investors panicked. Remember, for every buyer there has to be a seller—and there were folks who sold on March 23rd when the Dow Jones […]

If you’re a taxpayer who has not yet filed their 2019 tax return, you may be getting ready to do so now. One of the first things you will need to do – before visiting your tax preparer – is to gather all of your year-end income documents. Doing so ensures that your tax return […]

Getting started with the work week on Monday mornings (or when the work week starts for you) can be tough and working from home can make it even more difficult. Here are a few strategies to help ease the transition: Put on work clothes or semi casual clothing, especially on the top half whether doing […]