Toler Financial Group

07/02/2025

Your 401k/IRA is a great tax benefit right? You save funds now, get a tax deduction, and later when you take the funds out in retirement, you will be at a lower tax bracket – right?
What if the opposite were true – what if by putting off those distributions you were creating a TAX BOMB – an unexpected explosion of taxes? For some of our clients, this is exactly what they are facing. Knowing what you are facing later is an essential part of proper planning now.
Read more
https://www.tolerfinancialgroup.com/tfg-blog/defusing-the-ira-tax-bomb

03/24/2025

The CFP Let's Make a Plan board is putting on an event this Thursday, 3/27 specifically for federal employees who are facing unemployment. This webinar will include guidance on federal employee benefits and retirement programs and help you navigate through this uncertain time. Free but registration is required.

Federal government employees are facing unprecedented uncertainty about their careers. Having the information and confidence to make smart money decisions is more important than ever. CFP Board and CERTIFIED FINANCIAL PLANNER® professionals are here to help.

03/03/2025

Layoffs and RIF concerns are ongoing for federal employees and contractors. If you're facing a sudden job loss, please join our webinar this Thursday at 5pm ET via zoom to learn about the most important things to do. Scan the QR code to register. Free & open to the public.

02/25/2025

Another opportunity to attend advisor Guli Fager's live Q &A on Layoffs & Furloughs, this Thursday at 5pm ET. Scan the code to register, or click the link in the comments. Free & open to the public

02/17/2025

Many of our clients are federal employees, contractors or employed by NGOs that receive federal funding. We are here to help those who are facing uncertainty about their job. Join our advisor Guli Fager, CFP, this Thursday for a live zoom Q & A about the most important financial tasks for those who experiencing layoff. No registration needed; zoom link in comments.

Financial advice you can trust - independence, planning first, social responsibility, and diversity.

12/02/2024

Feeling nervous about what the economy might bring over the next four years? We can't predict the future, but we'll address some of the most common questions we're hearing from our clients and, we hope, give you some tools to manage anxiety around finances. Join us via zoom on 12/12 at 6:30pm. https://us06web.zoom.us/webinar/register/WN_kE_6kgRzRxyOcvUHppP7IA #/registration

04/17/2024

Considering divorce and don't know what to do first? Come get answers to the most common questions about untying the knot. Our advisor Guli Fager is hosting a free lunchtime zoom Q & A with top divorce attorney Joanna Foard next Wednesday 4/24 at noon ET. Registration link in comments. Register:

03/08/2024

New Event: Minority Professionals Financial Wellness Book Club
A discussion hosted by Brandon Clark, CPA, Financial Advisor and Leadership Coach

A book club-style discussion of the book “Cashing Out” by financial influencers Julien and Kiersten Saunders of Rich & Regular, LLC

"Cashing Out: Win the Wealth Game by Walking Away" by Julien Saunders and Kiersten S. is a must-read for minority professionals. Especially if you have ever felt that you should have more to show for your years of hard work and sacrifice to your profession.

“When it comes to our finances, we’re told to follow the same script as our white colleagues: work hard, make money, save, and invest. Yet despite putting in twice the effort, you end up making less and are routinely passed up for career opportunities. Here’s the truth: financial freedom is within your reach, but playing by corporate America’s rules will only take you halfway there. To win, you must eventually walk away—and take up an entirely different model of wealth accumulation.”

Register here: https://us06web.zoom.us/webinar/register/WN_C252GvvlRCmnqKYdU3XkWQ #/registration
Buy the book ($14) here: https://lnkd.in/edayiQN7

02/23/2024

Did you know that retirement plan savings can be used for a down payment? Come learn how to manage homebuying in this 🍌🍌🍌🍌 market on 2/29 at Blue Pit BBQ & Whiskey Bar in Hampden. Our advisor Guli Fager is hosting this in-person event focused on financial self-care and homebuying. We'll have BBQ, beer, and all the details about how to buy in Baltimore City. RSVP w/QR code or link in comments. Hampden Village Merchants Association

Join us for a discussion on financial self-care and homeownership in today's market!