Home
Processes
About
- Team
Contact

Latest Articles

Retirement

Introducing the 530A Accounts
What to Expect in Your First Year of Retirement
First Year of Retirement: What to Expect
Deciding When to Take Social Security

Estate

Intellectual Property and Your Estate
Estate Strategies of the Rich and Famous
How Often Should You Update Your Estate Strategy?
Steps to Protecting a Child with Disabilities
Yours, Mine, and Ours: Estate Strategies for Second Marriages
A Living Trust Primer

Investment

The Threat of Identity Theft
TIPS for Inflation
Mutual Funds vs. ETFs

Insurance

What to Look for in an Extended-Care Policy

Tax

What's My 2026 Tax Bracket?

Money

Making Sense of HSAs and FSAs
What Can You Buy With 529 Distributions?
What If Your Kids Decide Against College?
The Big Pause
What Will You Do With Your Bonus or Windfall?

Lifestyle

A Path to Serenity and Smart Money Choices
How Boomers and Millennials Differ
Early Lessons for Raising Financially Confident Kids
Teaching Kids About Money Early: Financial Habits That Stick
Passing Down Financial Values as a Part of Your Legacy
Legacy Planning in Retirement: Passing Down Financial Values
Family Conversations on Retirement, Legacy, and Finances

Have A Question?

Name Email Address Question Thank you! Oops!

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2026 FMG Suite.

Registered Representative offering securities through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Advisory services also offered through Holistic Private Wealth. Cetera entities are under separate ownership from any other named entity.

Neither Cetera Financial Specialists LLC nor any of its representatives may give legal advice.

This site is published for residents of the United States only. Registered Representatives of Cetera Financial Specialists LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Financial Specialists LLC site at www.ceterafinancialspecialists.com.

Online Privacy Policy | Important Information | Business Continuity |

Contact

Holistic Private Wealth

Office: (410) 877-1586

Fax: (410) 877-1587

1 Olympic Place

Suite 900

Towson, MD 21204

edwardw@holisticpw.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
Latest Articles
All Videos
All Calculators