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Your 2018 Financial To-Do List

Financial Wellness

Your-2018-Financial-To-Do-List-1-667091-

What financial, business, or life priorities do you need to address for 2018? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives for the upcoming year.

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Are REITs Right for You?

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These investments let you own real estate without having to be a landlord. By getting into a REIT, you can gain an ownership interest in prime commercial real estate, without...

 

Talking to Your Kids About Your Wealth

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If you have children, at some point they may discern how wealthy you are – and in turn, learn how “rich” they are. How will you handle that moment? How will they handle that...

 

WealthProtect Status Update November 2017

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.

 

Financial Priorities Young Families Should Address

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Parenting presents you with definite, sudden, financial needs to address. By focusing on those needs today, you may give yourself a head start on meeting some crucial family...

 

Understanding the Gift Tax

StaffEstate Planning

Practically speaking, the federal gift tax is a tax on estates. If it wasn’t in place, the rich could simply give away the bulk of their money or property, while living, to...

 

Other Points of View: October 2017

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...

 

Which Financial Documents Should You Keep On File?

Financial Wellness

You might be surprised how many people have financial documents scattered all over the house – on the kitchen table, underneath old newspapers, in the hall closet, in the...

 

WealthProtect Status Update: October 2017

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. Below is a commentary on...

 
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