Staff
Retirement Planning
Debunking a Few Popular Retirement Myths
Some retirement myths have been around for decades, while others are have recently joined their ranks. Take...
Market commentary, planning tips, and firm news from the financial professionals in your corner.
Staff
Retirement Planning
Underappreciated Options for Building Retirement Savings
When saving for retirement, you aren’t limited to traditional accounts. There are several less common...
Reginald A.T. Armstrong
WealthProtect Status Update
WealthProtect Status Update October 2018
This is the monthly WealthProtect System* status update and includes the probability (Low, Mid, High) of a...
Staff
Retirement Planning
5 Retirement Concerns Too Often Overlooked
As part of your preparation for retirement, give these financial matters some thought. Enjoy the here and...
Staff
Financial Wellness
Getting Your Personal Finances in Shape
You need not wait for the new year to plan improvements to your finances. You can begin now. The last few...
Staff
Retirement Planning
Starting a Roth IRA for a Child or Grandchild
If you have a child or grandchild earning some income with a summer or after school job, you could help...
Reginald A.T. Armstrong
Other Points of View
Other Points of View: September 2018
Welcome to the Other Points of View, a monthly eZine designed to complement our WealthProtect Status...
Staff
Financial Wellness
Financial Considerations When Buying a Car
A car is a big purchase. It’s worth taking your time and making sure that you’ve covered your bases in...
Reginald A.T. Armstrong
WealthProtect Status Update
WealthProtect Status Update September 2018
This is the monthly WealthProtect System* status update and includes the probability (Low, Mid, High) of a...
In The News
Hurricane Florence Update
With Hurricane Florence barreling toward the East Coast, we want to give you an update on our...
Staff
Retirement Planning
Are Changes Ahead for Retirement Accounts?
This year, lawmakers are addressing the problem of Americans not saving enough for retirement, with a bill...
Staff
Insurance Planning
A Look at HSAs
An HSA can potentially offer them: a pool of tax-exempt dollars for health care, a path to tax savings,...
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