Old Line Wealth Partners

10/08/2026

Fair Warning: The Town of Rising Sun will be chaos this Saturday (in a good way).

1. The town is hosting Spooktacular
2. Rising Sun Jr Football and Cheer INC is hosting games this week at the Middle School - with a little extra special Homecoming festivities.
3. Rising Sun Community Little League is hosting county teams for Fall Ball

Embrace the turmoil. Prepare for traffic. Slow down and smile knowing that you are part of a community that cares enough for our kids to make all of this happen.

A big thank-you to our Fall Spooktacular sponsors! These local businesses are helping us keep every attraction FREE for families this Saturday, October 10, from 11 a.m.–4 p.m. in Town Square. We’re grateful for their generosity and for the support they continue to show our community.

There’s still time to join this list of amazing businesses! Sponsorships are open until Friday. To get involved, contact Juanita at [email protected].

Help us thank our sponsors by supporting the businesses that help make days like this possible. We’ll see you Saturday!

-Travis

09/23/2026

We don’t often get excited about cash or CDs, but they’re at least worth paying attention to right now.

One silver lining to the recent movement in interest rates is that CD rates are beginning to look more attractive.

Quick tip: Don’t assume your local bank is competitive across every term. Rates can vary quite a bit, so shop around and compare your options.

Not a recommendation to buy CDs—just worth noting.

09/02/2026

I know most of our followers are probably tired of hearing about Trump Accounts by now, but I promised I’d keep everyone updated as I went through the process myself.

Well…the Michael & Susan Dell Foundation money is real.

The $250 gifts just hit the Trump Accounts for my older two kids. They weren’t eligible for the $1,000 Treasury contribution because of their ages, but they did qualify for the Dell contribution based on our ZIP code.

So there you have it. I volunteered my own kids as the guinea pigs, filled everything out, and can now confirm the money actually showed up.

If you have a child 10 or under, take a few minutes and check. The whole process is pretty painless, and $250 for 10 minutes of your time isn’t a bad hourly rate.

As always, if you get stuck or have questions, give us a call. Happy to help.

08/29/2026

Puppy isn’t real.

Cute baby is.

Perfect weather today to swing by The Inside Scoop, LLC to grab a cone, and check out their Imagination Village.

08/21/2026

Happy to support Rising Sun Junior Football & Cheer and their golf fundraiser. We may not be golfers, but we’re always glad to support our local kids and community.

Go Tigers!

Shout out to our sponsors that made today's tournament possible!

Good Luck, Golfers!

08/20/2026

We’ve loved seeing all the college drop-off posts and pictures this week. Such an exciting (and probably a little emotional) milestone for families.

Here’s one small thing that’s easy to overlook in all the excitement. Hopefully, it’s something you never need, but you’ll be very glad you planned ahead if you ever do.

Worth passing along to anyone with a college-bound kid, grandkid, niece or nephew.

08/03/2026

This past weekend, Old Line Wealth Partners was honored to purchase the Reserve Champion Market Hog at the Cecil County Fair 4-H Livestock Sale.

Congratulations to Kendall on an outstanding project, and thank you for trusting us to be your buyer.

Events like this are a great reminder that 4-H is about so much more than livestock. These young men and women spend months caring for their animals while balancing school, sports, jobs, and family responsibilities. Along the way, they develop discipline, accountability, communication skills, financial literacy, and the confidence to market something they’ve invested countless hours into.

Kendall was a great example of what makes this program special. Before the sale, she mailed prospective buyers information about her project. At the auction, she greeted us with a handshake, confidently answered questions about her animals, and had a thoughtful thank-you gift prepared for the buyer. That level of professionalism and gratitude says a lot about her, her family, and the values 4-H helps cultivate.

Congratulations to all of this year’s exhibitors. Your hard work and dedication were on full display, and we’re proud to support a program that is helping develop the next generation of leaders in our community.

Kasey Williams

08/02/2026

We weren’t able to make it to the grand opening on Saturday (we were at the 4-H livestock auction).

Excited to be a part of The Inside Scoop, LLC’s “Imagination Village” this Summer/Fall.

Can’t wait to check it out and watch the kids explore. The adults will probably will be obligated to treat ourselves to ice cream while we’re there… It’d be rude not to.

07/14/2026

Excited to be a small part of this! We love supporting local businesses that invest back into our community, especially when it creates something fun for kids. We can’t wait to see the Imagination Village come to life. Go check out The Inside Scoop and give them your support! 🍦

07/13/2026

Quick update on the Trump Accounts... (sorry for another lengthy post)

Received an email today to finish the process, I had to download the "Trump Account" app and verify each child's account. Yes it is called TrumpAccount in the App store - and it somehow already has six thousand 4.8 star reviews

Ironically, the verification took longer than the original application.

Expect to verify your email, phone number, and each child's date of birth and Social Security number (again) before everything is finalized.

The good news? Navy's account is now showing that her $1,000 Treasury contribution is on the way and should arrive within about a week.

You are entering into a custodial agreement with Robinhood, which was selected as the first participating custodian alongside BNY Mellon. My understanding is that additional custodians should be come online allowing families to transfer their accounts if they choose.

I've also seen quite a bit of discussion online about contributing the annual maximum and then potentially doing a large Roth conversion when the child is 18 or 19, while they're in a very low tax bracket.

That's a legitimate planning strategy for some families, but like most things in financial planning, "it depends."

For W-2 families with extra cash flow and a long time horizon, it's certainly worth exploring. For many business owners, though, I still think a Custodial Roth IRA often ends up being the better tool.

There isn't a one-size-fits-all answer.

As always, if you'd like to talk through your family's situation—or if you simply want help getting the account set up—give our office a call. We're learning this program right alongside everyone else, and I'm happy to share what we've found so far.