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?

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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.

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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.