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Surprises Extended Care: A Patchwork of Possibilities When Special Care Is Needed: The Special Needs Trust

Welcome to Raskin Global


We are a firm of financial planners and investment advisory* representatives serving clients in Maryland, D.C. and 23 other states. Our team offers over 100 combined years of experience assisting individuals and business owners protect, grow, enjoy and transfer their wealth.

Raskin Global should be your fee-based financial general manager. In this capacity, we will act as a fiduciary to objectively develop financial strategies that align your interest's and ours.  

Additionally, should you so choose, we can assist you in the selection of the most appropriate financial products and services to help you attain your goal of financial success. These products include academically sound investment strategies as well as a full range of insurance options. Collectively, these instruments are structured to insure financial stability today and growth for the future.

Supported by a knowledgeable and professional network of Strategic Alliances, as well as a phenomenal administrative staff, Raskin Global is prepared to address your financial challenges and discover the growth opportunities and successes in your future!


Business Strategies

Did you know employees spend 28 hours a month on the job worrying about finances?

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Just for Women

Get wiser about your finances and grow your money confidence along the way.

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Truths

Helpful truths


*Investment Advisory services offered through Park Avenue Securities

Helpful Content

Benefits of Life Insurance

Benefits of Life Insurance

Discover the benefits whole life can provide during your different life stages.

Put It in a Letter

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Surprises

Surprises

Making the most of surprises is a great reason to work with us.

 

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

College Funding Ideas

The cost of college isn’t getting cheaper. Learn about some financial tools that can help you save.

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Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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A Bucket Plan to Go with Your Bucket List

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

The New Wild West: Bitcoin

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.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

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