Archive for November 2015

Team Member Spotlight: Taylor McCandless

This month we are celebrating our Operations Specialist Taylor McCandless’ second year as a member of the Everest Wealth Management team. Taylor came to us from Towson University where he studied business administration with a concentration in finance. He is responsible for operations, marketing and operations. Get to know one of our cherished team members…

Read More

To Do: Take Your Required Minimum Distribution from Your IRA

Attention retirees: The deadline to take your required minimum distribution is fast approaching. According to Fidelity, 67 percent of IRA holders that fall within the requirement have yet to take their distribution. If you or a loved one are 70 ½ years or older, read our quick fact sheet and tips to ensure you meet…

Read More

Social Security Change Coming | What You Need to Know

                  Lawmakers recently passed the Bipartisan Budget Act of 2015, intended to prevent a government shutdown. But this bill also has major implications for baby boomers who planned to take advantage of two common Social Security benefit strategies: “file and suspend” and “restricted application.” What are the…

Read More