Welcome to The Sharp Financial Group
The Sharp Financial Group is a robust full-service financial-services firm which provides complementary accounting, tax, consulting, and wealth-planning services to meet any demands you or your business may have—regardless of the complexity. At The Sharp Financial Group, our focus is on you—delivering high quality specialized services at affordable prices. Our associates understand technical nuances across various industries, while also recognizing the extensive needs of individuals and business owners. We pride ourselves on the fact that we are not only our clients’ accountants and advisors but they also become part of the Sharp family. The Sharp Financial Group has built a reputation for providing prompt highly-effective personalized services for clients throughout the mid-Atlantic region.
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Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Understanding how a stock works is key to understanding your investments.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
It sounds simple, but paying yourself first can really pay off.
A few strategies that may help you prepare for the cost of higher education.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Assess how many days you'll work to pay your federal tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate your monthly and annual income from various IRA types.
Determine if you are eligible to contribute to a traditional or Roth IRA.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
A bucket plan can help you be better prepared for a comfortable retirement.
There’s an alarming difference between perception and reality for current and future retirees.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.