HOW CAN AUTOMATING YOUR FINANCES HELP BUILD WEALTH? WATCH ON YOUTUBE TYLER KLUGE CFP®, ChFEB℠, CPWA®, CDFA®, CEPS Senior Financial Planner TESSA HALL Media and Communications Specialist About This Episode Building wealth does not always require making more financial decisions…. Read More

HOW DOES MARYLAND’S NEW TRANSFER-ON-DEATH DEED WORK? WATCH ON YOUTUBE TESSA HALL Media and Communications Specialist NICOLE LIVINGSTON Partner at McKenna Russo About This Episode Beginning October 1, 2026, Maryland homeowners will have a new estate-planning option for transferring real… Read More

DO YOU HAVE THE RIGHT FINANCIAL ADVISOR FOR RETIREMENT? WATCH ON YOUTUBE Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager Tessa Hall Media and Communications Specialist About This Episode The financial advisor who was right for you… Read More

WHY EMOTIONAL INVESTING CAN HURT YOUR RETIREMENT PLAN WATCH ON YOUTUBE Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager Tessa Hall Media and Communications Specialist About This Episode The financial advisor who was right for you 10… Read More

HOW CONSERVATIVE SHOULD YOUR RETIREMENT PORTFOLIO BE? WATCH ON YOUTUBE Tyler Cunningham, CFP®, CEPS, CDFA® Financial Planner Tessa Hall Media and Communications Specialist About This Episode Can being too conservative with your investments create risks of its own? In this… Read More

HOW MUCH CASH SHOULD YOU KEEP IN RETIREMENT? WATCH ON YOUTUBE Tyler Cunningham, CFP®, CEPS, CDFA® Financial Planner Tessa Hall Media and Communications Specialist About This Episode Many retirees believe holding more cash is the safest way to protect their… Read More

MORE THAN A RIDE: HOW NEIGHBOR RIDE HELPS SENIORS STAY CONNECTED WATCH ON YOUTUBE Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager Bruce Fulton Executive Director Neighbor Ride Tessa Hall Media and Communications Specialist About This Episode… Read More

COULD YOUR WITHDRAWAL STRATEGY HURT YOUR RETIREMENT? WATCH ON YOUTUBE Tyler Cunningham, CFP®, CEPS, CDFA® Financial Planner Tessa Hall Media and Communications Specialist About This Episode Could your retirement withdrawal strategy have a greater impact than your investment returns? In… Read More

MEDICARE PLANNING: WHY MEDICARE COSTS MORE THAN MANY PEOPLE EXPECT  Thad Ismart, CFP®, ChFEBC, CEPS Senior Financial Planner Tessa Hall Media and Communications Specialist LAWRENCE M. POST CPA, MST, CFP®, CIMA® Senior Tax and Planning Advisor About This Episode Tessa… Read More

WHERE SHOULD YOU SAVE FOR RETIREMENT AFTER A 401K? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Tyler Cunningham, CFP®, CEPS Financial Planner Tessa Hall Media and Communications Specialist About This Episode Tessa speaks with BWFA Financial Planner Tyler Cunningham about retirement savings… Read More

FINANCIAL WINDFALLS AND INVESTMENT MISTAKES TO AVOID FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Tyler Cunningham, CFP®, CEPS Financial Planner Tessa Hall Media and Communications Specialist About This Episode Tessa speaks with BWFA Financial Planner Tyler Cunningham about what to do after… Read More

WHEN DOES INVESTING IN GOLD MAKE SENSE? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Tyler Cunningham, CFP®, CEPS Financial Planner Tessa Hall Media and Communications Specialist About This Episode Gold often gets attention during uncertain markets, but does it really belong in… Read More

GEOPOLITICAL RISK: IS YOUR MONEY REALLY SAFE? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA Tessa Hall Media and Communications Specialist, BWFA About This Episode Geopolitical risk can be unsettling for… Read More

UNDERSTANDING THE NEW TRUMP ACCOUNTS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor, BWFA Tyler Kluge | CFP®, ChFEB℠, CPWA®, CDFA®, CEPS,  Financial Planner, BWFA Tessa Hall Media and Communications… Read More

ARE YOU BEING TOO SAFE WITH YOUR MONEY? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor, BWFA and Tyler Kluge | CFP®, ChFEB℠, CPWA®, CDFA®, CEPS,  Financial Planner, BWFA About… Read More

GETTING THE MOST OUT OF A MARYLAND 529 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA and Tyler Kluge | CFP®, ChFEB℠, CPWA®, CDFA®, CEPS,  Financial Planner, BWFA About This… Read More

THE BENEFITS OF STARTING FINANCIAL PLANNING EARLY FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor, BWFA and Tyler Kluge | CFP®, ChFEB℠, CPWA®, CDFA®, CEPS,  Senior Financial Planner, BWFA About… Read More

HOW TO MAKE YOUR SAVINGS WORK HARDER FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart | CFP®, ChFEBC, CEPS  Senior Financial Planner About This Episode Saving money is only the first step. Learn how to make your savings work more… Read More

WHY RAISES CAN STILL LEAVE YOU BEHIND FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart | CFP®, ChFEBC, CEPS  Senior Financial Planner About This Episode As income increases, spending often follows, sometimes without being noticed. In this episode, Thad Ismart… Read More

WHAT MOST PEOPLE MISS IN THEIR FINANCIAL PLANNING FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart | CFP®, ChFEBC, CEPS  Senior Financial Planner About This Episode Even when your finances feel “on track,” hidden blind spots can quietly undermine your… Read More

COSTLY MISTAKES SELLING IN A DOWN MARKET FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS   with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA and Tyler Kluge | CFP®, ChFEB℠, CPWA®, CDFA®, CEPS,  Financial Planner, BWFA About This… Read More

HOW TAX CHANGES WILL AFFECT CHARITABLE GIVING FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart | CFP®, ChFEBC, CEPS  Senior Financial Planner About This Episode Major tax changes are coming in 2026, and they’ll reshape how Americans give to charity…. Read More

VOLATILITY TO CLARITY: PROVEN INVESTING LESSONS THAT WORK FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA Episode Details: Every investor encounters ups and downs. But those who grow their wealth… Read More

WHAT DOES A MILLIONAIRE LOOK LIKE? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA Episode Details: When people picture a millionaire, they often imagine luxury cars, expensive homes, and flashy… Read More

VOLATILITY VS. RISK FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA Episode Details: Volatility and risk are not the same, and misunderstanding the difference can derail your investment strategy. In this… Read More