It’s not what you make, it’s what you keep that counts. As you start to think about your finances and retirement have you ever considered this? Some people tell you ‘it’s less about the number of dollars you’ve saved and more about strategies you use with your savings.’

Choose Top Certified Financial Advisor Planner | Salisbury Easton MD

Michael Andersen Registered Investment Advisors (“Andersen Wealth Management”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Andersen Wealth Management and its representatives are properly licensed or exempt from licensure.

You need a plan as you get closer to retirement — a plan that will take you from where you are now to the retirement you’ve always dreamed about. The first step on that path is to tune in to Wise Money with Michael Andersen. You only retire once, but Michael helps people retire every day. 

Choose Top Certified Financial Advisor Planner | Salisbury Easton MD

If you have money in a tax deferred retirement account like a 401k or an IRA, you may want to be aware of new retirement planning rules. The Secure Act and Secure Act 2.0 could have an even bigger impact on people who have saved $250,000 or more.

Choose Top Certified Financial Advisor Planner | Salisbury Easton MD

Michael Andersen Registered Investment Advisors (“Andersen Wealth Management”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Andersen Wealth Management and its representatives are properly licensed or exempt from licensure.

You need a plan as you get closer to retirement — a plan that will take you from where you are now to the retirement you’ve always dreamed about. The first step on that path is to tune in to Wise Money with Michael Andersen. You only retire once, but Michael helps people retire every day. 

Choose Top Certified Financial Advisor Planner | Salisbury Easton MD

I’ll bet a lot has happened to you in the last 20 years that you didn’t see coming. You probably had some unexpected blessings and also some obstacles to overcome. Either way, there were some big unknowns in your past and they’ll continue in the future.

Choose Top Certified Financial Advisor Planner | Salisbury Easton MD

Michael Andersen Registered Investment Advisors (“Andersen Wealth Management”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Andersen Wealth Management and its representatives are properly licensed or exempt from licensure.

You need a plan as you get closer to retirement — a plan that will take you from where you are now to the retirement you’ve always dreamed about. The first step on that path is to tune in to Wise Money with Michael Andersen. You only retire once, but Michael helps people retire every day. 

Choose Top Certified Financial Advisor Planner | Salisbury Easton MD

Some people spend decades diligently saving for retirement, watching their 401(k)s and IRAs grow. But here's an important question many fail to ask: "How much of that money will I actually get to keep after taxes?" If you have a million dollars in your retirement account, Uncle Sam could be entitled to a significant amount of that—depending on your tax situation.

Choose Top Certified Financial Advisor Planner | Salisbury Easton MD

Michael Andersen Registered Investment Advisors (“Andersen Wealth Management”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Andersen Wealth Management and its representatives are properly licensed or exempt from licensure.


You need a plan as you get closer to retirement — a plan that will take you from where you are now to the retirement you’ve always dreamed about. The first step on that path is to tune in to Wise Money with Michael Andersen. You only retire once, but Michael helps people retire every day. 

Choose Top Certified Financial Advisor Planner | Salisbury Easton MD

Picture a 5-star luxury resort. Lush greenery, scenic views, and top-notch customer service. Now picture a run-of-the mill roadside motel. A roadside motel probably isn’t going to be able to achieve a 5-star rating because … something’s missing. If you could rate your retirement plan, how many stars would it have?  

Choose Top Certified Financial Advisor Planner | Salisbury Easton MD

Michael Andersen Registered Investment Advisors (“Andersen Wealth Management”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Andersen Wealth Management and its representatives are properly licensed or exempt from licensure.

You need a plan as you get closer to retirement — a plan that will take you from where you are now to the retirement you’ve always dreamed about. The first step on that path is to tune in to Wise Money with Michael Andersen. You only retire once, but Michael helps people retire every day. 

Choose Top Certified Financial Advisor Planner | Salisbury Easton MD

When building a house, you'd never start construction without a proper foundation. Yet surprisingly, some people approach retirement planning exactly that way - focusing on just one aspect while ignoring other crucial elements that help provide essential support and stability.

Choose Top Certified Financial Advisor Planner | Salisbury Easton MD

Disclosure: Michael Andersen Registered Investment Advisors (“Andersen Wealth Management”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Andersen Wealth Management and its representatives are properly licensed or exempt from licensure.

You need a plan as you get closer to retirement — a plan that will take you from where you are now to the retirement you’ve always dreamed about. The first step on that path is to tune in to Wise Money with Michael Andersen. You only retire once, but Michael helps people retire every day. 

Choose Top Certified Financial Advisor Planner | Salisbury Easton MD

Thanks for joining us today! It’s easy to make assumptions about what goes into a legacy plan, but Michael will help make it clear for you as we dive into the basics of creating a lasting legacy for your family.  

Choose Top Certified Financial Advisor Planner | Salisbury Easton MD

Disclosure: Michael Andersen Registered Investment Advisors (“Andersen Wealth Management”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Andersen Wealth Management and its representatives are properly licensed or exempt from licensure.

You need a plan as you get closer to retirement — a plan that will take you from where you are now to the retirement you’ve always dreamed about. The first step on that path is to tune in to Wise Money with Michael Andersen. You only retire once, but Michael helps people retire every day. 

Choose Top Certified Financial Advisor Planner | Salisbury Easton MD

Many of us spend decades preparing for retirement, diligently saving in our 401(k)s and watching our account balances grow. But as retirement approaches, a significant challenge emerges—how do you actually transform those savings into reliable monthly income? It's a shift from earning a paycheck to creating your own "retirement paycheck" that needs to last a lifetime.

Choose Top Certified Financial Advisor Planner | Salisbury Easton MD

Disclosure: Michael Andersen Registered Investment Advisors (“Andersen Wealth Management”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Andersen Wealth Management and its representatives are properly licensed or exempt from licensure.

You need a plan as you get closer to retirement — a plan that will take you from where you are now to the retirement you’ve always dreamed about. The first step on that path is to tune in to Wise Money with Michael Andersen. You only retire once, but Michael helps people retire every day. 

Choose Top Certified Financial Advisor Planner | Salisbury Easton MD

Many people assume that their taxes will go down once they stop working. While this might be true for some of you, for many, taxes could actually become one of your biggest expenses in retirement.

Choose Top Certified Financial Advisor Planner | Salisbury Easton MD

Disclosure: Michael Andersen Registered Investment Advisors (“Andersen Wealth Management”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Andersen Wealth Management and its representatives are properly licensed or exempt from licensure.

You need a plan as you get closer to retirement — a plan that will take you from where you are now to the retirement you’ve always dreamed about. The first step on that path is to tune in to Wise Money with Michael Andersen. You only retire once, but Michael helps people retire every day. 

Choose Top Certified Financial Advisor Planner | Salisbury Easton MD

We’re faced with questions every day. What’s for dinner? When’s the meeting? How was your day? These are questions that are – or should be – easy to answer, but when you’re starting to consider retirement, the questions can get a lot more complicated.

Choose Top Certified Financial Advisor Planner | Salisbury Easton MD

Disclosure: Michael Andersen Registered Investment Advisors (“Andersen Wealth Management”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Andersen Wealth Management and its representatives are properly licensed or exempt from licensure.

You need a plan as you get closer to retirement — a plan that will take you from where you are now to the retirement you’ve always dreamed about. The first step on that path is to tune in to Wise Money with Michael Andersen. You only retire once, but Michael helps people retire every day. 

Choose Top Certified Financial Advisor Planner | Salisbury Easton MD