Access Voices

April 30, 2021 | Alvin Carlos, CFA, CFP®

Blog: 3 Reasons to Choose a Fiduciary Financial Advisor

Finding a financial planner can be tough! Finding one you can trust who works in your best interest can be even more challenging. This video will cover three reasons you will want to choose a fiduciary financial advisor. If you’d like to learn more about how to select a fiduciary financial advisor, schedule a free […]

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April 30, 2021 | Juanita Farmer, CPA

Blog: Coronavirus-Related Distributions and Loans

The Coronavirus, Aid, Relief, and Economic Security (CARES) Act made it easier to access savings in IRAs and workplace retirement plans for those affected by the coronavirus. This relief provided favorable tax treatment for certain withdrawals from retirement plans and IRAs, including expanded loan options. Distributions: Certain distributions made from Jan. 1, 2020, through Dec. 30, […]

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April 30, 2021 | Michelle Queen

21 This Week Preview

Watch a video preview of the next episode of 21 This Week, below: 21 This Week airs on Montgomery Channel 21 on Sundays at 11 a.m. and 7 p.m.; Mondays at noon and 8 p.m.; Tuesdays at 12:30 p.m. and 7:30 p.m.

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April 29, 2021 | Staff Writer

Studio 501c3: GB Youth Media

Host Kim Jones speaks with Hawa Ture in the current episode of Studio 501c3. Ture is a former alumna and current board member of GB Youth Media. GB promotes community building, media skills and multi-cultural understanding among young people in the community. Studio 501c3 focuses on the nonprofit organizations in Montgomery County working to build […]

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April 26, 2021 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

Blog: 5 Strategies To Reduce Investment Taxes

With the tax talk out of Washington signaling higher tax rates on both earned income and investment income, investors would be wise to consider some tax moves. Higher taxes on interest income, capital gains and dividends are all under consideration. In situations like this, it’s often prudent to move before the legislation is passed, so […]

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April 23, 2021 | Wendy Taylor

Blog: Visualization for Comprehension

Visual learners will certainly understand this—but truthfully, anyone, regardless of learning styles, can benefit from utilizing visualization strategies for learning and comprehending. Whether working with young readers or helping to break down and make sense of math problems, conjuring up and discussing the images that correspond to certain topics or concepts can help learners conceptualize […]

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April 23, 2021 | Juanita Farmer, CPA

Blog: Include Gig Economy Income on Tax Returns

The gig economy is also referred to as the on-demand, sharing, or access economy. People involved in the gig economy earn income as a freelancer, independent worker or employee. Typically, an online platform is used to connect people with potential or actual customers to provide goods or services. Examples include renting out a home or […]

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April 19, 2021 | Staff Writer

21 This Week: New Laws in Maryland, Rutherford Not Running for Governor in 2022

Casey Aiken hosts the latest episode of 21 This Week. On this week’s show, Aiken and the panel discuss: The new police reform bill passed by the General Assembly last week ( 1:06 ) Counties now have income tax authority ( 12:23 ) Lt. Governor Boyds Rutherford announces that he will not run for governor […]

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April 19, 2021 | Alvin Carlos, CFA, CFP®

Child Tax Credit 2021

Blog: Child Tax Credit 2021: 8 Things You Need to Know

If you have a child, you might get some money this year from the IRS. The American Rescue Plan Act that was signed into law on March 10, 2021 increases the child tax credit and calls for payments to be sent to families. The child tax credit 2021 payments are completely separate from the stimulus […]

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April 19, 2021 | Alvin Carlos, CFA, CFP®

Fee Based Financial Planners District Capital Management

Blog: How to Find Fee-Only Financial Planners

Finding a trustworthy financial planner is like looking for a needle in a haystack. Only less than 10% of financial advisors in the country are required to act in your best interest. Luckily, you’re halfway through your search, after discovering the reasons why fee-only financial planners are the best way to go. Here are three great […]

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