Shafer & Reilly Wealth Management

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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.

10/10/2026

For parents saving for their children, the tax rules are often more generous—and more flexible—than many people realize. Here are some answers to common questions about such giving.

10/03/2026

There are a few exceptions to the 10% penalty on IRA withdrawals.

09/26/2026

Consider the following ways to help yourself build your retirement nest egg.

09/05/2026

While financial independence and retirement often get confused for the same thing, they're not—and understanding the differences can help you make retirement decisions.

08/29/2026

Asset allocation can help you manage the level and type of risks you face as an investor.

08/22/2026

It may not be too late to make an IRA contribution for last year.

08/01/2026

An individual 401(k) plan is a profit-sharing plan combined with a regular 401(k) plan. A self-employed individual or small business owner who has no full-time employees (unless the full-time employee is the owner's spouse) can implement this type of plan.

07/18/2026

The sandwich generation risks its own retirement by supporting parents and children. Protecting savings, planning, and setting boundaries ensures long term stability.

07/04/2026

Tax efficient donations means coping with an alphabet soup of RMDs and QCDs.

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.

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

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