Shafer & Reilly Wealth Management

Shafer & Reilly Wealth Management We focus on your success by delivering personalized solutions driven by years of experience.

• Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC finra.org sipc.org
• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.


• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

06/13/2026

Your avoidance, overspending, and money anxiety aren't personality flaws. They are nervous system responses and understanding them is the first step to changing them.

06/06/2026

A Roth individual retirement account (IRA) is a personal savings plan that offers certain tax benefits to encourage retirement savings. Contributions to a Roth IRA are never tax deductible on your federal income tax return, which means that you can contribute only after-tax dollars. But amounts cont...

05/30/2026

In an age of soaring real estate prices and high mortgage rates, many retirees may come out ahead by staying in place. Others can still profit from moving. This article gives you five factors to consider before you make that difficult choice.

05/09/2026

How AI, gig work and contract jobs are changing retirement: The shift from pensions and 401(k)s to a new work contract is reshaping worker financial security.

05/02/2026

Understand how bonds behave and what can affect your investment in them.

04/25/2026

Spending more in retirement isn't inherently a bad thing—as long as you're spending intentionally.

04/18/2026

The estate tax is a tax on property that is transferred to others upon your death.

04/11/2026

Private equity, real estate and crypto are coming to retirement accounts. Here is how to decide if they belong in yours.

04/04/2026

You may be able to make Roth IRA contributions, depending on a few factors.

03/28/2026

The standard advice has been simple: save three to six months of living expenses in an emergency fund. In today’s environment that rule may no longer be enough.

Address

6 Reservoir Circle, Suite 201
Baltimore, MD
21208

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Telephone

+14104530444

Website

Alerts

Be the first to know and let us send you an email when Shafer & Reilly Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Shafer & Reilly Wealth Management:

Shortcuts

Share

Category