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Understanding Today’s Financial Environment
Welcome, I’m Teddy Prioleau, a financial professional in Hunt Valley, Maryland. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or an estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through in all stages of your life, please give us a call at 410-931-2004.
Helpful Content
Surprises
Making the most of surprises is a great reason to work with us.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
The Average American Budget
Learn about the average American budget in this fun and interactive piece.
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
Understanding Equity Compensation
Net Unrealized Appreciation and how it affects tax responsibilities.
U.S. Personal Savings Rate
What can be learned from the savings rate?
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Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
View all calculators
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.