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Annapolis, MD 21401
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FFG ANNAPOLIS

Lee Derrick

Stephen Derrick

Chris Gill

 
Don’t Myth Out on Whole Life The Independence of Financial and Emotional Well-Being Preparing For the Ultimate Vacation Understanding Dividends

For You

 

Transform your financial perspective. See the big picture for real, with The Living Balance Sheet® 

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For Your Family

 

Protect the ones you love financially. Keep your family safe, no matter what the future brings.

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For Your Business

 

Build a great business. Protect it and take good care of the people who help it thrive. Including you.

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Helpful Content

What the New Tax Bill Means for You

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Building Your Legacy

Building Your Legacy

A four-step framework for building a personal legacy.

 

Infographic: The ABCs of Financial Literacy

So you think you know what it means to be financially literate? See if your knowledge stands up against this infographic.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Infographic: Whole Life Insurance Can Be an Essential Piece

You buy whole life insurance as protection for your loved ones and your legacy. But it can be so much more.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Debt Stress

There’s a link between debt and stress.

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Rightsizing for Retirement

What does your home really cost?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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