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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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Helpful Content

A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

“Dirty Dozen” Tax Scams to Watch For

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

Apps That Help Achieve Goals

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

 

How Financial Advisors are Compensated

Read this overview to learn how financial advisors are compensated.

Take Advantage of These Business Tax Deductions

As a business owner, you have many opportunities to generate tax deductions throughout the year.

How Income Taxes Work

A quick look at how federal income taxes work.

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Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

Donating Art: Taxation Abstraction

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Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

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Can I Refinance My Mortgage?

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

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What Is My Life Expectancy?

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

What Is My Current Net Worth?

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

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

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

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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.

An Inside Look at Retirement Living

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

5 Smart Investing Strategies

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

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Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

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