Budgeting Basics

2 VIDEOS


HubSpot Video

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


HubSpot Video

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


HubSpot Video

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


HubSpot Video

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
HubSpot Video

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
HubSpot Video

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
HubSpot Video

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
HubSpot Video

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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A fun way to learn about finances.

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Learn more about Invested Advisory and what we can do for you.

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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.

What is a fiduciary?

A fiduciary financial advisor is a person or organization that acts on behalf of someone else, putting their clients' interest above their own to preserve trust.
Being a fiduciary financial advisor requires that financial advisor or the Registered Investment Advisory Firm (RIA) to always act legally and ethically in the clients’ best interests.

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