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What Smart Investors Know

CFS: Comprehensive Financial Solutions | Feb 1, 2021
Categories
Risk
Investment
Video
Three stacks of vertical/portrait-orientation notecards, shown at a Dutch angle. Leftmost is a red stack that says "FILING STATUS; Married, Filing Jointly," a yellow stack in the middle that says "FILING STATUS; Single Filing," and a rightmost blue stack that reads "FILING STATUS; Head of Household."

How Income Taxes Work

CFS: Comprehensive Financial Solutions | Jan 15, 2021
Categories
Tax
Income
A tall stack of notecards on the upper left, with "GAINS" written in large font on a red background. In the opposing, lower right corner is a single notecard that says "LOSSES" against a sickly yellow background. This visually represents capital gains and losses.

A Taxing Story: Capital Gains and Losses

CFS: Comprehensive Financial Solutions | Jan 15, 2021
Categories
Tax
Capital Gains
Income
Article
Two stacks of notecards on a slate gray desk, shown at a Dutch angle: the top one says "How Retirement Spending" in white text on gray-blue backing, and the bottom one says "Changes With Time" in white text on a light beige backing.

How Retirement Spending Changes With Time

CFS: Comprehensive Financial Solutions | Dec 28, 2020
Categories
Retirement
Retirement Planning
Education
A green Macroscopic Coronavirus (COVID-19, SARS CoV-2, corona virus) amidst a tumultuous financial backdrop, indicating a financial emergency.

How to create an emergency savings fund in wake of COVID-19

CFS: Comprehensive Financial Solutions | Dec 22, 2020
Categories
Financial Planning
Personal Finance
Minimalist vector art of hands holding a paper with text and a pie chart over a desk with a pencil and an eraser.

5 Year-End Tax Planning Opportunities for the Savvy Investor

CFS: Comprehensive Financial Solutions | Dec 18, 2020
Categories
Tax Planning
Five Most Overlooked Tax Deductions. Image showing two stacks of notecards on a gray-blue desk, shown at a Dutch angle. The top stack of cards reads "TAX" in white letters on a red background; the bottom stack has a white glyph of a U.S. dollar bill, and the word "DEDUCTIONS" in white text on a light, royal purple background.

Five Most Overlooked Tax Deductions

CFS: Comprehensive Financial Solutions | Dec 11, 2020
Categories
Tax
Taxes
Tax Prep
Tax Planning
Tax Deductions
Tax Preparation

Top 5 Financial Terms You Should Understand

CFS: Comprehensive Financial Solutions | Dec 4, 2020

How to Avoid Emotional Investment Choices

CFS: Comprehensive Financial Solutions | Nov 30, 2020
Categories
Investments

Start Saving for Retirement Today

CFS: Comprehensive Financial Solutions | Nov 16, 2020
Categories
Retirement

"Dirty Dozen" Tax Scams to Watch For

CFS: Comprehensive Financial Solutions | Nov 4, 2020
Categories
Scams
Tax
Taxes
Identity Theft
A shot of a screen monitor full of financial charts, graphs, and tables—in black and white.

What are the benefits of Diversifying my Investments?

CFS: Comprehensive Financial Solutions | Oct 16, 2020
Categories
Investments

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About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

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953 Mount Hermon Rd.
Ste. 101
Salisbury, MD 21804

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