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First Financial Group - Bethesda, MD

Call Us: (301) 907-9030

 
Financial Balance. Protection First. Lasting Legacies. Building Wealth.

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

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Savings and Cash Flow

Savings and Cash Flow

Savings is a critical tool to ensure positive cash flow in your personal finances.

Raising Healthy Children

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

 

Required Reading: The Economic Report of the President

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

8 Financial Lessons from the Big (and Little) Screen

Financial lessons from movies and TV.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

How Income Taxes Work

A quick look at how federal income taxes work.

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A Look at Systematic Withdrawals

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

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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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.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

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

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Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Surprises

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

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

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