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First Financial Group - Bethesda, MD

Call Us: (301) 907-9030

 
Financial Balance. Protection First. Lasting Legacies.

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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UNCOMMON STRATEGIES: LESS RISK. TAX STRATEGIES. MORE INCOME IN RETIREMENT.

 

How much do you think you’ll need to retire? A “magic number” is the traditional approach to financial planning. How’s that working out for us? According to the National Bureau of Economic Research, over 40% of American households experienced financial distress due to the 2008 mortgage crisis. People who had carefully planned for their retirement, saw their investments disappear and their savings dwindle. Life is unpredictable. You need strategies that protect your wealth and help you build financial independence, no matter what happens.

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Do you have an entrepreneurial spirit and a passion to help people? Build your own practice with the freedom to determine your own market. Bring value to the lives’ of others by helping them achieve their financial goals.

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The Power of Compound Interest

The Power of Compound Interest

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

 

From Seeking Yield to Seeking Profits

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Orchestrating Your Retirement Accounts

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Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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

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

Saving for College

This calculator can help you estimate how much you should be saving for college.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

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

Retirement Plan Distributions

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

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Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Surprises

Making the most of surprises is a great reason to work with us.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

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