Katie Mumford, Financial Services Professional with Nylife Securities LLC

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Nottingham, MD
Katie Mumford, Financial Services Professional with Nylife Securities LLC

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Financial Services Professional offering products and services through Topwood Financial, LLC Please contact me to help you fully analyze your needs.

Welcome to Topwood Financial where we treat everyone we help as if they were family. Focusing on individuals, first responders, and employee benefits, we offer a variety of solutions to customize your options and assist you in defining and working toward your goals. We offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care, and lifetime income strategies.

10/31/2026

Wishing everyone a spooky, silly, and safe celebration filled with costumes, candy, and laughter. Have a fang-tastic time with your family and friends!

10/29/2026

Life changes. But sometimes beneficiary designations don’t change with it.

This Kiplinger article is a helpful reminder of why it is so important to periodically review the beneficiaries on your retirement accounts, life insurance policies, and other accounts to make sure they still reflect your wishes.

Check out the article here:

https://bit.ly/4suxpF1

If you have questions about your own beneficiary choices, send me a message.

10/27/2026

Worried about the way taxes could affect your standard of living in retirement? With whole life insurance, you can get the protection you need—and possibly keep more of your retirement income. Contact me to find out how.

10/20/2026

There is no single retirement income strategy that works for everyone. Building retirement income often involves balancing income stability, growth potential, flexibility, and long-term sustainability.

The right approach depends on your goals, needs, and priorities. If you'd like to explore which retirement income strategies may be most appropriate for your situation, let's schedule time to talk.

10/15/2026

Warren Buffett, Beyoncé, Jay-Z and Shaquille O’Neal have all shared their thoughts on inheritance—and their approaches may surprise you.

This Kiplinger article looks at how several well-known people think about passing wealth to the next generation, and raises an interesting question: What do you want the wealth you’ve built to do for the people you care about?

Check out the article here:

https://bit.ly/4B9xj9G

If it gets you thinking about your own plans, send me a message.

10/13/2026

Many retirement plans focus on income and investments, but healthcare and extended care expenses are often overlooked. These costs can have a meaningful impact on long-term financial security.

Planning ahead may help you prepare for future healthcare-related needs and provide greater confidence in retirement. Reach out if you’d like to discuss how extended care planning fits into your overall strategy.

10/06/2026

Just like the fall season reminds us to prepare for colder days ahead, it’s the perfect time to check in on your financial goals. Whether you're saving for a big milestone or just want to feel more confident about your future, a solid strategy can make all the difference.
Let’s make sure your finances are ready for whatever the season brings — reach out today to start the conversation!

09/30/2026

More than 25 million young adults now live with their parents, the highest number on record. What’s going on?
Half of recent grads are moving back home after finishing school. While living with parents can have its own challenges, many of them see it as an opportunity to save—and use what they'd have spent on rent to travel, chip away at debt, or just get some breathing room before the next step.
Check out the full story here:
https://bit.ly/4ys5PKG
If this sounds like you, or someone you know, send me a message and let's talk.

09/29/2026

You’ve always been their biggest supporter — cheering them on through every dream and milestone.
Now it’s time to give their future the same encouragement you’ve always given their hearts.
Let’s build a strategy that helps their dreams shine bright for years to come.
Message me today to learn how.
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09/22/2026

People often think of whole life insurance as solely protective. When you realize all the benefits Whole Life affords, it becomes easy to view it as a stabilizing and strengthening financial asset alongside others in a well-diversified portfolio. Learn more about what Whole Life has to offer: newyorklife.com/products/insurance/whole-life?marketerNumber=0166966

Address

9533 Hallhurst Road
Nottingham, MD
21236

Telephone

+14108475570

Website

http://www.topwoodfinancial.com/

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