Daniel LeRoy- Senior Associate
Phoenix Private Wealth

CONNECT

Address:

6200 Old Dobbin Lane Ste 100
Columbia, MD 21045

Phone:

443-832-1926

Other Financial Topics

Calculators

  • Cash Flow Analysis

    This Cash Flow Analysis form will help you weigh your income vs. your expenses.

  • Estate Taxes

    Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

  • Federal Income Tax

    This calculator can help you estimate your annual federal income tax liability.

  • Long-Term Care Self Insurance

    Will you be able to afford nursing home care?

  • Savings Goals

    How much do you need to save each year to meet your long-term financial goals?

E-Seminars

Newsletters

Research Articles

  • Assessing Disability Income Insurance

    Knowing the basics of a disability income insurance policy is a good first step toward protecting your family.

  • Charitable Giving

    To retain the tax advantages associated with charitable giving, your gift must be made to a qualified organization.

  • Estate Planning

    Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.

  • Savings Alternatives

    There are a number of savings alternatives that could help you earn a reasonable rate of return.

  • Tax Deferral

    There can be a substantial benefit to deferring taxes as long as possible.

  • United States Tax History

    American tax law is a constantly changing landscape. The latest major piece of tax legislation is the Tax Cuts and Jobs Act of 2017.

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Check the background of this financial professional on FINRA's BrokerCheck