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P.O. Box 185
Fulton, MD 20759
443-986-9911

RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit

Company Overview

Maven Wealth Management is an independent wealth management and financial services firm.  Being an independent firm empowers us to objectively put the needs of our clients first while being the investment management maven you deserve. In an environment where trust and integrity are vital, it is imperative to have a trusted partner with an objective approach to investment management.

Recognizing that everyone has unique circumstances, we pride ourselves in exceeding the need. We want to keep you on track toward a meaningful and purpose-driven financial future. Whether you’re planning for retirement, currently retired, a business or non-profit organization—or looking to better understand  investment ideas—we can help you address your most pressing financial need. We believe that it is a significant benefit for our clients to get opinions from our team with diverse backgrounds, education, and experience.

We welcome you to discover our approach to the wealth management experience as we strive to help you benefit from the power of our services. As you aim to pursue your goals, allow us to work for you. Contact us to learn more about how we can partner to secure your financial future. We are dedicated and committed to your success.   

Helpful Content

Volunteering in Retirement

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

What Is an Annuity?

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Jane Bond: Infiltrating the Market

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

 

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

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Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

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