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Jefferson Memorial across Tidal Basin with boats
Several small American flags in green grass

Belikove & Graves Insurance and Financial Services

4811 Cumberland Ave
Chevy Chase, MD 20815

Phone:

James Belikove - 240-387-2182

Fax:

240-388-9347

E-mail:

belikove and graves together pic.jfif
HOT TOPIC: Geopolitics and the U.S. Financial Markets

This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.

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A Roadmap for Your Family

A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

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HOT TOPIC: Dreaming of Retirement? Consider Maxing Out Your 401(k) in 2025

Details 401(k) contribution and catch-up limits for maximizing savings.

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Medicare Open Enrollment: A Time for Choices

Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

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Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

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