Staff
Investment Planning
The Move Toward Fee-Based Advisory Accounts
We are witnessing a great movement away from what was the norm to a new paradigm. An advisor paid mostly or...
Market commentary, planning tips, and firm news from the financial professionals in your corner.
Staff
Financial Wellness
The Major 2018 Federal Tax Changes
The Tax Cuts and Jobs Act made dramatic changes to federal tax law. It is worth reviewing some of these...
Reginald A.T. Armstrong
Other Points of View
Other Points of View: March 2018
Welcome to the Other Points of View, a monthly eZine designed to complement our WealthProtect Status...
Financial Wellness
What Should You Keep?
The big picture of personal financial recordkeeping has not changed much. It is still wise to keep records...
Reginald A.T. Armstrong
WealthProtect Status Update
WealthProtect Status Update April 2018
This is the monthly WealthProtect System* status update and includes the probability (Low, Mid, High) of a...
Retirement Planning
For Retirement, Income Matters as Much as Savings
Although your retirement benefits may be taxed, more retirement income is decidedly better than less – and...
Financial WellnessRetirement Planning
What Do You Have in Reserve for 2018?
Living without an emergency fund can invite worry. It is an anxiety too many households have had to accept....
Estate Planning
Are Your Beneficiary Designations Up to Date?
Your beneficiary choices may seem obvious when you initially make them, time has a way of altering things....
Reginald A.T. Armstrong
Other Points of View
Other Points of View: March 2018
Welcome to the Other Points of View, a monthly eZine designed to complement our WealthProtect Status...
Retirement Planning
The Retirement Mindgame
What kind of retirement do you think you’ll have? Qualitatively speaking, what if the success or failure of...
Estate PlanningFinancial WellnessRetirement Planning
The Risk of Being a Suddenly Single Woman
With a clear understanding of where she stands, financially, a widow may evaluate her investment and wealth...
Reginald A.T. Armstrong
WealthProtect Status Update
WealthProtect Status Update March 2018
This is the monthly WealthProtect System* status update and includes the probability (Low, Mid, High) of a...
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