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Akers Financial Group

Innovative, Versatile, and Personalized.

Approach

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your unique situation.

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Financial Fingerprint

We educate our clients about financial concepts and products and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

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Volatility 

We believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients.

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Understanding Today's Financial Environment

Welcome to Akers Financial Group, a financial organization in Forest Hill and Lutherville, Maryland. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.

Helpful Content

What Is an Annuity?

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Should You Borrow from Your 401(k)?

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

Split Annuity Strategy

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

 

Should You Choose a Fixed or Variable?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

The New Red Scare: Chinese Ownership of U.S. Debt

China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Comparing Mortgage Terms

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

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

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

Your Cash Flow Statement

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

Protecting Those Who Matter Most

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Principles

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

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Should You Tap Retirement Savings to Fund College?

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

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Women and Retirement

Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement.

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