Client Event: Spring Shred & Backyard BBQ

Montgomery Financial- West Ocean City 11718 Ocean Gateway, Ocean City, MD, United States

As tax season has come to a close and many of us are wrapping up Spring cleaning, we hope you are able to take advantage of this opportunity to safely discard any old or unwanted documents that may contain sensitive information. Bring along a few boxes of documents to be securely disposed of, and our…

Taxes, Social Security & Investments – Ocean City

The Art League of Ocean City 502 94th Street, Ocean City, MD, United States

WE WILL DISCUSS: When your benefits may begin and how the age at which you apply will affect the amount you receive How to maximize Social Security benefits and how to minimize the taxes you pay on them. Strategies to consider before deciding to apply for benefits. How your current employment will affect benefits. The…

Taxes, Social Security & Investments – Ocean City

The Art League of Ocean City 502 94th Street, Ocean City, MD, United States

WE WILL DISCUSS: When your benefits may begin and how the age at which you apply will affect the amount you receive How to maximize Social Security benefits and how to minimize the taxes you pay on them. Strategies to consider before deciding to apply for benefits. How your current employment will affect benefits. The…