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

  

Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

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

A Decision Not Made Is Still a Decision

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

 

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

U.S. Personal Savings Rate

What can be learned from the savings rate?

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Self-Employed Retirement Plans

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

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Long-Term-Care Needs

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

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Managing Your Lifestyle

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

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.

5 Smart Investing Principles

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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