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Your 2019 Financial To-Do List

StaffFinancial 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 about the investing, saving, or budgeting methods you could employ to meet those goals.

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More from Armstrong Wealth:

What if Capital Gains Were Indexed to Inflation?

StaffInvestment Planning

The indexing of capital gains to inflation has seen renewed interest of late. If the idea got the green light, that could hand investors a tax break.


WealthProtect Status Update November 2018

Reginald A.T. ArmstrongWealthProtect Status Update

This is the monthly WealthProtect System* status update and includes the probability (Low, Mid, High) of a change in status within the next two months.


Smart Financial & Insurance Moves for New Parents

StaffInsurance Planning

Becoming a new parent brings many new financial responsibilities. You’ll want to take care of the essentials in budgeting, insurance, and these other areas to establish a secure...


Retirees, Check Your Withholding

StaffRetirement Planning

The IRS is using new withholding tables for 2018, so you may need to adjust the amount you have withheld - or the amount of your estimated tax payments - to avoid paying a...


Minimizing Probate When Setting Up Your Estate

StaffEstate Planning

Probate can eat up as much as 5% of your estate. How can you exempt more of your assets from probate and its costs? Here are a few ideas.


Other Points of View: October 2018

Reginald A.T. ArmstrongOther Points of View

Welcome to the Other Points of View, a monthly eZine designed to complement our WealthProtect Status Update. Other Points of View's primary aim is to give you in an easy, once...


Debunking a Few Popular Retirement Myths

StaffRetirement Planning

Some retirement myths have been around for decades, while others are have recently joined their ranks. Take a look at these seven popular retirement myths to be sure you don’t...


Underappreciated Options for Building Retirement Savings

StaffRetirement Planning

When saving for retirement, you aren’t limited to traditional accounts. There are several less common retirement savings accounts worthy of your attention. Here are five of them...

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