bradleycable | EagleStone Tax & Wealth Advisors

EagleStone Joins Forces with Polan & Hollis, LLC, and Benz Guardia Associates, PC--Welcome All New Clients and Team Members

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50 and Older? Here’s Your Chance to Catch Up on Retirement Saving

50 and Older? Here’s Your Chance to Catch Up on Retirement Saving

If you are age 50 or older and still working, you have a valuable opportunity to super-charge your retirement savings while managing your income tax liability. Catch-up contributions offer the chance to invest amounts over and above the standard annual limits in IRAs...
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Are You Eligible for Any of These College-Related Federal Tax Benefits?

Are You Eligible for Any of These College-Related Federal Tax Benefits?

College students and parents deserve all the help they can get when paying for college or repaying student loans. If you’re in this situation, here are three federal tax benefits that might help put a few more dollars back in your pocket. American Opportunity...
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Time for a Spring Cleanup: Organizing Your Financial Records

Time for a Spring Cleanup: Organizing Your Financial Records

The arrival of spring is always a good time to dust off the cobwebs that have built up in your home during the winter. It’s also a good time to clean out and organize your financial records so you can quickly locate something if you need it. Keep Only What You...
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2022 Annual Market Review

The year 2022 may best be described by one word: inflation. The economies of the United States and the world were influenced by rising inflation, its causes, and the policies aimed at curtailing it. While inflationary pressures began to mount in 2021, they were...
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Where Does Your Income Fit?

Where Does Your Income Fit?

The IRS processed more than 164 million individual income tax returns for tax year 2020 (most recent full-year data). Almost three out of five returns showed an adjusted gross income (AGI) under $50,000, while a little over 1% showed an AGI of $500,000 or more....
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Securities offered through DAI Securities, LLC. Member FINRA/SIPC. Advisory Services offered through EagleStone Tax & Wealth Advisors. EagleStone Tax & Wealth Advisors is not affiliated with DAI Securities. Financial planning, investment and wealth management services provided through EagleStone Wealth Advisors, Inc. Tax and accounting services provided through EagleStone Tax & Accounting Services.

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Licensed to sell insurance and variable annuities in the following States: DC, DE, FL, MD, ME, MI, NC, NJ, NY, PA, SC, & VA.

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1101 Wootton Parkway
Suite 400
Rockville, Maryland 20852

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