Client Login
Client Login

By

James Brennan
hands 2

Charitable Giving: What you need to know before you give

There has been a lot of discussion about the new tax laws and how they will affect charitable giving since the standard deduction for both an individual and a married couple has reached historically high levels. 
Read More
Annapolis orchestra diversity

1NW and the ASO

As Chair of the Annapolis Symphony Orchestra Education Outreach Committee, I am very proud of the outstanding work our group has accomplished in the creation of the Annapolis Symphony Academy. 
Read More
social security cards

Clearing Up Confusing Changes to Social Security

A wonderful serenity has taken possession of my entire soul, like these sweet mornings of spring which I enjoy with my whole heart. I am alone, and feel the charm of existence in this spot, which was created for the bliss of souls like mine. I am so happy, my dear friend, so absorbed in...
Read More

Considerations Before Moving in Retirement

A wonderful serenity has taken possession of my entire soul, like these sweet mornings of spring which I enjoy with my whole heart. I am alone, and feel the charm of existence in this spot, which was created for the bliss of souls like mine. I am so happy, my dear friend, so absorbed in...
Read More

Need a New Car?

James Brennan, CFP Have you considered leasing? Are you or your parents in retirement and ready to purchase a more reliable car? Here is an idea I want you to consider: Rather than purchasing your next car, consider leasing it instead! Per AAA, AARP and others, the average retiree (65+) drives 6,000 miles per year,...
Read More