Broker Check

David B. Hart, CFP®
2151 Defense Highway, Suite 10
Crofton, MD 21114

LinkedIn

David B. Hart, CFP®

443-292-6943

 
Bull and Bear Go To Market Preparation is the Key to Retirement Retirement Accounts When You Change Your Job Timing Your Retirement

Retirement Planning and Wealth Management in Crofton, Maryland

With the large selection of financial advisors in your community, it is difficult to know whom you can trust. As a fully independent firm, we are able to provide our clients unbiased financial services and advice. Because LPL Financial does not offer proprietary products, we are free to concentrate on finding investments that suit our clients’ individual needs.

In addition to having trust in your advisor, you should also feel confident that he/she provides you with suitable advice. The advisors at LPL Financial focus on helping our clients pursue their goals through comprehensive wealth management. We strive to provide clear direction for our clients with strategies designed to help build wealth, reduce risk and benefit others in meaningful ways. This, combined with the relationships we build, can help our clients feel confident with their financial future.

Clients today are more diverse than ever, and we respect each client for his/her individuality. Because each client is unique, we offer customized wealth management advice with creative strategies tailored to our clients’ financial objectives

Helpful Content

Counteracting Capital Gains with Tax-Loss Harvesting

Counteracting Capital Gains with Tax-Loss Harvesting

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.

What’s My 2024 Tax Bracket?

What’s My 2024 Tax Bracket?

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

 

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Are You Ready for Your Portfolio to Make a Difference?

Learn about the rise of Impact Investing and how it may benefit you.

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

Separating the Signal From the Noise

A good professional provides important guidance and insight through the years.

Risk Perspective

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

View all articles arrow

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

View all calculators arrow

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

What You Need to Know About Social Security

Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

View all videos arrow