Insurance Services for Employer Groups & Individuals
Welcome to our web site where you'll find a wealth of information in the form of newsletter articles, calculators, and reports. We created this web site to help you gain a better understanding of the individual's financial concepts behind insurance and related planning. As a boutique agency, we offer services designed to the specific needs of the employer groups and individuals with whom we work. We pride ourselves on service to our clients through our ability as an independent agency to access a broad range of resources to help meet your objectives. Once you become a client, we remain committed to continually provide personal service, attention, and knowledge of your account. The result is long term relationships built on the trust we earn. We hope you take advantage of our web site as a resource and visit us often. Be sure to add our web site to your list of "favorites" .
Scholie Guziak, President
Currently registered to offer insurance products in the States of DC, MD, and VA. This is not an offer to sell insurance in any other state of jurisdiction.
Newsletters
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Much Ado About RMDs
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
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HOT TOPIC: International Investing: The Diverging Fortunes of China and Japan
Investing Internationally can help increase portfolio diversification and provide access to opportunities that may differ from those in the United States.
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The Federal Reserve’s Key Meeting Dates in 2024
This article outlines the Federal Reserve’s three main objectives and provides the meeting schedule of the Federal Open Market Committee.
Calculators
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.