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Consulting Group
CHARTERED RETIREMENT PLANS SPECIALISTSM
Portfolio Manager/Financial Advisor
Portfolio Manager/Financial Advisor
650 South Exeter Street
Suite 1100
Baltimore, MD 21202
Suite 1100
Baltimore, MD 21202
tel: 410-736-5428
toll free: 800-837-5833 ext. 5428
fax: 410-736-5499
toll free: 800-837-5833 ext. 5428
fax: 410-736-5499
Educational Articles
At Morgan Stanley Smith Barney, we know what's behind the money you've earned. That's why all of our investment experience, capabilities and resources are focused on one objective: to help you invest wisely. We offer our clients intelligent counsel based on our research, intellect and hard work. Please review the articles below to learn more about the products and services available to our clients.
- Baby Boomers Prepare for Retirement
- Retiring Right
- Staggered Retirement: When One Spouse Leaves the Workforce
- The Hard Facts of Long-Term Care Insurance
- Healthcare Planning: Practical Considerations for a ‘Graying’ America, Part III—Long-term Care
- Early IRA Withdrawals Can Be Costly
- Do You Know Who Your IRA Beneficiary Is—and Why It Matters?
- Cracking Your Nest Egg
- Time Is Money: Deciding When to Take Social Security
- Seven Strategies for Investing During Volatile Markets
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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