Budgeting Basics
2 VIDEOS
Budgeting 101
Time: 06:28
An introduction to budgeting
Questions always start with "what can I afford?" If you have questions about your situation, watch our Budgeting Basics webinar, and then get a meeting scheduled to customize your budgeting plan.
Learn about:
- Why to budget
- The 65/15/20 rule
- How it relates to investing
Investing Basics
2 VIDEOS
Investing 101
Time: 10:38
Quick pointers to get you started
Don't know how to start investing? We explain some simple steps, but encourage you to meet for free, to get customized financial advice that educates and will set you financially free.
Learn about:
- Compounding interesting
- Dollar-Cost Averaging (DCA)
- The best time to start investing
Advanced Investing
2 VIDEOS
Retirement 101
Time: 08:19
An introduction to retirement
Retiring, means you already budget and invest. This webinar starts providing info on next investing steps.
Learn about:
- Different retirement accounts
- How to maximize your account selections
For Business Owners
2 VIDEOS
Investing for employees.
Time: 08:19
Options for your business
Being a business owner isn’t always easy. In fact, good business owners worry about the business, themselves and their employees all at the same time. Make it easy to reward and retain employees and take care of yourself too. We can help. Taxes, retirement and more.
Learn about:
- Company retirement plans
- Individual non-company plans
- Tax planning and company education
Get to know
"The 65/15/20 Rule"
Time: 00:41
Questions always start with "What can I afford?".
Learn about:
- Why to budget
- The 65/15/20 rule
- How it relates to investing
Compounding &
Dollar Cost Averaging
Time: 00:19
Don't know how to start investing?
Learn about:
- Compounding interesting
- Dollar-Cost Averaging (DCA)
- The best time to start investing
Get to know
"The 4% Rule"
Time: 00:41
Retiring, means you already budget and invest. This webinar starts providing info on next investing steps.
Learn about:
- Different retirement accounts
- How to maximize your account selections
Investing in Crypto and NFT's
Time: 02:28
Curious about Crypto and NFT'? This short video takes a look at both, to see if these investments are right for you.
Learn about:
- Cryptocurrency
- NFT's (Non-Fungible Token)
- Should you invest in Crypto and NFT's?
Start Your Journey to Financial Freedom!
Our sessions are always free!
20 minute quick
introduction call*
Dip your toes in the water before committing to
your free financial planning session.
- Get to know InvestEd.
- Learn more about our services.
- Ask questions about your specific financial situation.
*Choose Phone, Zoom, or Skype for your meeting
1 hour full financial
planning discussion*
Best for the person who is ready to take
control of their finances today.
- Discuss your financial goals.
- Review your budget (if needed) and assets/liabilities.
- Create an action plan for you to reach your financial goals.
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Hi, we're InvestEd Advisory
Located in Baltimore, Maryland InvestEd Advisory financial advisors believe that ALL people deserve custom investment advice and financial planning. We want to help everyone achieve their financial goals.
We combine in-person and customized financial plans along with the industry’s most sophisticated and secure online platform in an effort to optimize your investment returns.
We are fiduciary financial advisors
About fiduciary financial advisors
When researching the best financial advisor for you, it is important to start your search with fiduciary. In order to receive the best financial advice that is customized to you, your financial advisor must be a fiduciary. Fiduciary financial advisors provide investment advice that is required, by law, to be in the best interest of the client. They do not sell investment products to their clients which means they never receive commissions from selling investment products. Fiduciary advice makes the best financial advisor in Baltimore to work with and trust to assist in your financial journey.