Tylor Lennox, Financial Advisor

Tylor Lennox, Financial Advisor I look forward to helping you meet your financial goals! https://calendly.com/tylorlennoxcwm Coastal Wealth Management & Cambridge are not affiliated.

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.

Do you have W-2 employees? Maryland is rolling out its own Retirement Plan Mandate and employee retirement program for e...
09/20/2022

Do you have W-2 employees? Maryland is rolling out its own Retirement Plan Mandate and employee retirement program for employers called MarylandSaves. Join me and the Coastal Wealth team at Fager's Island October 4th for a special lunch presentation covering the new MarylandSaves program and retirement plan practices and strategies for your business. Register at: https://coastalwealthmgmt.com/mdsaves

Hope to see you there!

Hello friends of Coastal Wealth! I am excited to announce an upcoming lunch and learn on April 6th with my good friend a...
03/11/2022

Hello friends of Coastal Wealth! I am excited to announce an upcoming lunch and learn on April 6th with my good friend and insurance professional, Colleen Nichols. This will be a great opportunity to learn about asset protection (and to get some awesome lunch at Denovo's 😁). Don't forget to register!

We all work hard to acquire our most valuable assets, such as a home, vehicles, businesses, investments, and overall portfolio, so it makes sense to have adequate protections and strategies in place to offset the unexpected. Join Colleen Nichols, account executive at Goosehead Insurance, and Tylor L...

Do you know what your tax bracket is for the 2022 year? The tax bracket ranges were modified based on inflation. Because...
12/30/2021

Do you know what your tax bracket is for the 2022 year? The tax bracket ranges were modified based on inflation. Because of this, it's possible you could be in a different tax bracket for 2022 than the last time you reported your taxes, even if your income has not changed. Read more about this at -

It's never too early to start looking at your tax obligations for the coming tax season. The information in this article is for the 2022 tax year, which most taxpayers will file in 2023.

Looking for a fun way to help our local Atlantic General Hospital? Participate in the "Penguin Swim"!
12/29/2021

Looking for a fun way to help our local Atlantic General Hospital? Participate in the "Penguin Swim"!

OCEAN CITY – Atlantic General Hospital’s Annual Penguin Swim will return to the beaches of Ocean City on New Year’s Day. On Saturday, Jan. 1, Atlantic

Wishes for a wonderful holiday season!
12/24/2021

Wishes for a wonderful holiday season!

Here's something fun to do with the whole family - Winterfest of Lights in Ocean City, Maryland. They are open until Jan...
12/23/2021

Here's something fun to do with the whole family - Winterfest of Lights in Ocean City, Maryland. They are open until January 1st for a walking tour of these festive lights.

Previous Next WINTERFEST OF LIGHTS November 18, 2021 – January 1, 2022 Open Wednesday – Sunday 5:30 p.m. – 9:30 p.m. Admission: $5.00 for guests 12 years and older; FREE for those 11 and younger. Northside Park becomes a Holiday Wonderland! Ocean City’s original holiday light show will retur...

Looking for a holiday gift? Consider these books for the gift of financial knowledge! Read more on my recommendations:
12/20/2021

Looking for a holiday gift? Consider these books for the gift of financial knowledge! Read more on my recommendations:

We believe in a "the sooner the better, but better late than never," approach to investing and retirement savings. This holiday season, here are a few great book/gift ideas to help a friend or family member jumpstart their investing journey.

How can you help cover your child’s future college costs? Saving early (and often) may be key for most families. Here ar...
12/18/2021

How can you help cover your child’s future college costs? Saving early (and often) may be key for most families. Here are some college savings vehicles to consider.

Paying off debt is a major financial accomplishment, and while it might take some patience, there are a few good strateg...
12/11/2021

Paying off debt is a major financial accomplishment, and while it might take some patience, there are a few good strategies to help you get ahead of your debt and not fall behind.

Many individuals hope to pay off their debt, and both the avalanche and the snowball method will help get you there. Learn more about the two repayment options here.

Individual retirement arrangements (IRAs) are for retirement saving, right? Absolutely. Is that their only purpose? Not ...
12/04/2021

Individual retirement arrangements (IRAs) are for retirement saving, right? Absolutely. Is that their only purpose? Not necessarily. Imagine using an IRA to save for a home purchase. Read more in my blog.

Individual retirement arrangements (IRAs) are for retirement saving, right? Absolutely. Is that their only purpose? Not necessarily.

Address

10441 Racetrack Road #1
Berlin, MD
21811

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+14102084545

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