CovingtonAlsina

We are a mirror of our clients: business owners and executives who act with honesty and integrity, and value their family and their community. Learn more about us: https://bit.ly/46ymije

This week at CovingtonAlsina! For more details and links to register visit: https://www.covingtonalsina.com/events

On today's Monday Money Report Ann discusses cash balances in your investment accounts. Listen here:

Daily News Brief | August 5, 2024 Give us about fifteen minutes a day, and we will give you all the local news, sports, weather, and events you can handle. SPONSORS: Many thanks to our sponsors… Annapolis Subaru, the SPC…

Congrats to our very own fearless leader, Ann Covington! Her dedication and leadership drives this team to success.

Few people want to think about insurance, and the reasons you might need it. We are here to help you understand not just what type of insurance you need, but how much you need. We want to help you protect your future. Contact us today: covingtonalsina.com

How do you decide on a credit card? Like many financial questions, it depends. To find out the best type of card for your lifestyle listen to today's Monday Money Report here:

Daily News Brief | July 29, 2024 Give us about fifteen minutes a day, and we will give you all the local news, sports, weather, and events you can handle. SPONSORS: Many thanks to our sponsors… Annapolis Subaru, the SPC…

A 1035 Exchange is a method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. Learn more at https://bit.ly/3RlfDlr

There is still time to register for our workshop next week. For more details and link to register visit: https://bit.ly/3Ya8sS1

Thank you to K&B True Value in Annapolis, Maryland for hosting our Women, Wine and Wisdom Feild trip! Stay tuned for details on our next one!

Selling your house? We’ve had a number of questions lately about how the gains on the sale of your primary residence are taxed. There’s a lot of misinformation out there so be sure to listen to today’s Monday Money Report to learn more:

Daily News Brief | July 15, 2024 Give us about fifteen minutes a day, and we will give you all the local news, sports, weather, and events you can handle. SPONSORS: Many thanks to our sponsors… Annapolis Subaru, the SPC…

Join us tomorrow!

Join CovingtonAlsina for a Women, Wine & Wisdom field trip to K&B True Value! In addition to appetizers and wine, K&B True Value will host hands-on workshops. They are also providing every attendee with a goodie bag and a coupon for 20% purchases that evening. For more information and to sign up, visit their registration page: https://tinyurl.com/295mjxv2

Businesses generate a "sources and uses of cash" statement to evaluate their income and expenses and to check profitability. Similarly, a cash flow statement can help you evaluate your personal income and expenses and see if you are operating "in the red" or "in the black" each month. Use this calculator to find your own cash flow:

What Is My Current Cash Flow? Assess whether you are running “in the black” or “in the red” each month.

Please join us at K&B True Value in Annapolis, Maryland for an evening of hands-on workshops. Enjoy wine and appetizers while learning from the professionals at K&B. The store is also providing a goodie bag for each attendee and a 20% off coupon. Register here: https://bit.ly/4bE5Hvn

As kids prepare to leave for college, concerns arise around spending, especially debit and credit cards. But it’s not limited to students; this applies to anyone looking to build credit in their own name. For tips on which card is best, listen to today's Monday Money Report here:

Daily News Brief | July 8, 2024 Give us about fifteen minutes a day, and we will give you all the local news, sports, weather, and events you can handle. SPONSORS: Many thanks to our sponsors… Annapolis Subaru, the SPC…

With tax season behind us, you may have noticed that you either owe, or your refund is substantially smaller than in previous years. The IRS changed the W4, the form used to calculate withholding. And behind the scenes, they have also changed the formula. For more on this, listen to today's Eye On Annapolis Monday Money Report with Ann here:

Daily News Brief | July 1, 2024 Give us about fifteen minutes a day, and we will give you all the local news, sports, weather, and events you can handle. SPONSORS: Many thanks to our sponsors… Annapolis Subaru, the SPC…

Picking the right investments can be a nerve-wracking experience. With CovingtonAlsina, you’ll never feel like you’ve done something wrong. We work hard to get you into investment vehicles that make sense for what you want to achieve.

covingtonalsina.com

🔶 Join our team! We are looking to fill a receptionist position immediately. For more details and a link to apply, visit: https://indeedhi.re/4b3qHeI

Did you know? An average of the prices of a hypothetical basket of securities representing a particular market or portion of a market is an index. Among the most well known are the Dow Jones Industrials Index, or the S&P 500. Index performance is not indicative of the past performance of a particular investment. Past performance does not guarantee future results. Individuals cannot invest directly in an index. https://www.covingtonalsina.com/tools/glossary

This year’s financial aid system for colleges was anything but normal. With the delayed rollout of the new FAFSA, many students are still waiting for financial aid decisions. To learn about one new change that can help families listen to today’s Monday Money Report with Ann Alsina here:

Daily News Brief | June 24, 2024 Give us about fifteen minutes a day, and we will give you all the local news, sports, weather, and events you can handle. SPONSORS: Many thanks to our sponsors… Annapolis Subaru, the SPC…

✴️ Join us in congratulating our own Nicole on one year with CovingtonAlsina! Nicole started with us as an intern and is now an Associate Advisor completing her CFP exam this fall!

Do you have a passion for providing excellent customer service? Are you a great communicator? If you enjoy a fast-paced environment with opportunities for growth, apply to come work with us! We are looking to fill this position immediately. For more details and link to apply visit: https://bit.ly/3z5jnSH

At CovingtonAlsina, we continue to embrace and celebrate diversity, culture, and history today and every day.

There are two types of tax, outside of pre-tax money in a retirement account or annuity: estate tax and inheritance tax. To learn more about these two types and what to do if they apply to you, listen to todays Monday Money Report here:

Daily News Brief | June 17, 2024 Give us about fifteen minutes a day, and we will give you all the local news, sports, weather, and events you can handle. SPONSORS: Many thanks to our sponsors… Annapolis Subaru, the SPC…

We had a wonderful time at this year’s Paca Girlfriends party!

Ann was honored to be awarded the 2024 Maryland Woman Owned Small Business of the Year by the U.S. Small Business Administration!

We are so excited to sponsor this amazing event! We look forward to it every year! Hope to see some familiar faces next week 🧡

We are one week away from our SOLD OUT 16th annual Paca Girlfriends Party! Special thanks to Diamond Sponsor CovingtonAlsina, our VIP Party Partner!