Staff
Financial Wellness
End-of-the-Year Money Moves
If notable changes occurred in your life, you’ll want to review your finances before this year ends. Even...
Market commentary, planning tips, and firm news from the financial professionals in your corner.
Reginald A.T. Armstrong
WealthProtect Status Update
WealthProtect Status Update December 2018
This is the monthly WealthProtect System* status update and includes the probability (Low, Mid, High) of a...
Staff
Financial Wellness
Your 2019 Financial To-Do List
What financial, business, or life priorities do you need to address for 2019? Now is a good time to think...
Reginald A.T. Armstrong
Other Points of View
Other Points of View: December 2018
Welcome to the Other Points of View, a monthly eZine designed to complement our WealthProtect Status...
Staff
Retirement Planning
When You Retire Without Enough
If you start your retirement with inadequate savings, you may end up living a watered down version of your...
Staff
Retirement Planning
Preparing to Retire Single
In an ideal world, it would be simple to prepare to retire single. You would just save half as much as a...
Staff
Investment Planning
What if Capital Gains Were Indexed to Inflation?
The indexing of capital gains to inflation has seen renewed interest of late. If the idea got the green...
Reginald A.T. Armstrong
WealthProtect Status Update
WealthProtect Status Update November 2018
This is the monthly WealthProtect System* status update and includes the probability (Low, Mid, High) of a...
Staff
Insurance Planning
Smart Financial & Insurance Moves for New Parents
Becoming a new parent brings many new financial responsibilities. You’ll want to take care of the...
Staff
Retirement Planning
Retirees, Check Your Withholding
The IRS is using new withholding tables for 2018, so you may need to adjust the amount you have withheld -...
Staff
Estate Planning
Minimizing Probate When Setting Up Your Estate
Probate can eat up as much as 5% of your estate. How can you exempt more of your assets from probate and...
Reginald A.T. Armstrong
Other Points of View
Other Points of View: October 2018
Welcome to the Other Points of View, a monthly eZine designed to complement our WealthProtect Status...
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