Preparing Your Child for Future Financial Success

Congratulations to Ted, Melissa, and Dan on being named among the 2021 Top Financial Professionals!

Executive compensation incentives offer a wonderful planning opportunity to build wealth - avoid these key mistakes.

Dan Trumbower, CFP® explains how a Health Savings Account strategy can help retirees face the eventual cost of long-term care.

Dan Trumbower sheds some light on executive compensation strategies.

Dan Trumbower's inaugural column at The Street explains several executive compensation and retirement plan strategies.

Even if you're not getting free money from your employer,it's still a good idea to take advantage of tax-deferred compound growth, says Dan Trumbower, CFP®.

Usually stocks and bonds move inverse to each other. Dan Trumbower, CFP® explains why that didn't happen in March.

Make sure to put on your own oxygen mask first, says Dan Trumbower, CFP®. That way you'll be stable and able to support others.

Spend, save, or invest? Dan Trumbower shares his recommendations.

Dan Trumbower's experience with the tornado that hit his hometown of Monrovia, MD--and the insurance claims afterward--was featured on CNBC.

Figuring out what you need to gain peace of mind and strength testing your portfolio are excellent ways to alleviate retirement worries, says Dan Trumbower.

Dan Trumbower comments on the coronavirus' effect on conferences for financial advisors.

Dan Trumbower explains how reaching out to clients during stressful times in the market can allay investor fears and improve outcomes.

Exchange funds (not to be confused with Exchange Traded Funds, or ETFs) are a product aimed at executives who want to diversify the concentrated positions in their company's stock--but they have some serious downsides.

Dan Trumbower, CFP® explains how important it is for people to think about the tax environment when deciding where to retire.

Dan Trumbower, CFP® explains why evaluating your insurance this year could be a worthwhile financial resolution.

Dan Trumbower reflects on investment lessons learned as this decade comes to a close, and looks forward to the next decade.

Dan Trumbower, CFP® gives a few tips on how to have important financial conversations when they are most needed.

Covered calls are one option for retirees who want to earn income, but be aware of the risks as well!