Twin Harbors Group, Financial Advisors at Morgan Stanley

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Worried that a 529 plan isn't flexible enough? Here are 5 things you may not know about 529s (but should). Let's talk ab...
05/29/2026

Worried that a 529 plan isn't flexible enough? Here are 5 things you may not know about 529s (but should). Let's talk about how you can use these funds beyond college. https://livesocial.seismic.com/ahY9yd

On Memorial Day, we honor the brave men and women who gave their lives in service to our country. Their sacrifice helped...
05/25/2026

On Memorial Day, we honor the brave men and women who gave their lives in service to our country. Their sacrifice helped preserve the freedoms we all enjoy today.

We hope you're able to spend meaningful time with family and friends while taking a moment to reflect on those who made it possible.

Wishing you a safe Memorial Day!

While you're spring cleaning your home, consider ways to also tidy up your finances. These five tips can help.
05/21/2026

While you're spring cleaning your home, consider ways to also tidy up your finances. These five tips can help.

morganstanley.com

Disability insurance can be a lifesaver if you're unable to work due to a medical condition or injury. But is it enough?...
05/15/2026

Disability insurance can be a lifesaver if you're unable to work due to a medical condition or injury. But is it enough? Let's talk about how we can protect your income and financial security. https://livesocial.seismic.com/atgO5V

The "right" time to claim Social Security will look different for everyone. Consider these key considerations as you loo...
04/21/2026

The "right" time to claim Social Security will look different for everyone. Consider these key considerations as you look forward to retirement. https://livesocial.seismic.com/aqLs8D

Have you considered how your lifestyle could affect your spending needs in retirement? Let's talk about strategies that ...
04/11/2026

Have you considered how your lifestyle could affect your spending needs in retirement? Let's talk about strategies that can help you proactively prepare. https://livesocial.seismic.com/a56z_W

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Hunt Valley, MD
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