New Baby? New House? Did You Protect Your Estate? Is Your Benefit Plan Compliant? Complete Family Protection
 

Employee Benefits

 

Individual Policy

 

Business Solutions

 

Wealth Protection

BUSINESS OWNER ALERT - OFFERING BENEFITS? YOU NEED WRAP DOCUMENTS TO AVOID A FINE!

*****COVID-19 FFCRA and CARES Act Loan Advice HERE act NOW*****

https://ls-info.com/d/3HPkfV           

The DOL - Department of Labor - has hired hundreds of new auditors to enforce the ERISA mandated guidelines set forth in the Affordable Care Act. You have 120 days to get your documents in order & disbursed to your employees to avoid a fine of $110/ PER DAY /PER EMPLOYEE. If your plan has been in place for years YOU ARE NOT EXEMPT! We can help you with the POP, SPD, 5500 & WRAP document that combines them all together. Attorney created and constantly updated as the laws change! We offer these whether we do your benefits or not. CALL TODAY! Do Not Wait!

Aist & Associates has been serving the community and businesses in Maryland, DC and Virginia for over 50 years! We partner with local businesses and treat them like family. We listen closely to your personal concerns, address your fears and worries and free you to concentrate on what's most important to you- your family.

Our team focuses on creative insurance and retirement solutions to protect your business and your family. EMPOWER YOUR FUTURE - TAKE ACTION NOW!

"Your Insurance & Retirement Partners Today, Tomorrow and the Next Generation."

--Aaron Aist
  Managing Director

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Helpful Content

Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Understanding Long-Term Care

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

Forecast

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

 

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Crowdfunding—Capital for the 21st Century

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Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

Rebalancing Your Portfolio

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Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

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