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Michele Walthert, CFP®, CRPC®

Michele is a managing director and serves as co-head of our Potomac, Maryland office.
social security

Social Security Optimization: What You Should Know

It is no secret that many Americans are ill prepared for retirement (excluding our clients, of course). With the continued ...

account beneficiaries

Naming Account Beneficiaries

Don’t Overlook this Important Planning Opportunity Before she passed away, Jade was diligent in making sure her will was in ...