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Jefferson Memorial across Tidal Basin with boats
Several small American flags in green grass

Belikove & Graves Insurance and Financial Services

4811 Cumberland Ave
Chevy Chase, MD 20815

Phone:

James Belikove - 240-387-2182

Fax:

240-388-9347

E-mail:

belikove and graves together pic.jfif
Variable Annuities: Strategies to Help Counter Retirement Risks

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

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What Can You Learn from Your Tax Return?

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

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REITs Offer Income and Diversification

Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.

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Goodbye Passwords, Hello Passkeys

As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.

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Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

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