Staff
Financial Wellness
Tax Scams & Schemes
Every year, scammers target taxpayers with schemes designed to separate them from their...
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Estate Planning
An Executor Checklist
It is no small responsibility to serve as an executor, especially for a complex estate....
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WealthProtect Status Update
WealthProtect Status Update January 2019
This is the monthly WealthProtect System* status update and includes the probability...
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Retirement Planning
Some Changes Are Coming for 401(k)s
Changes are coming to 401(k)s in 2019 affecting employees who borrow from their plan...
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Investment Planning
LPL Research Outlook 2019
LPL Research Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in...
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Photos
Photo Gallery: Client Appreciation Picnic 2018
View the photos captured from our annual Client Appreciation picture on Friday,...
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Financial Wellness
Social Security Gets Its Biggest Boost in Years
Seniors can look forward to the biggest boost in Social Security benefits that they’ve...
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Financial Wellness
End-of-the-Year Money Moves
If notable changes occurred in your life, you’ll want to review your finances before...
Reginald A.T. Armstrong
WealthProtect Status Update
WealthProtect Status Update December 2018
This is the monthly WealthProtect System* status update and includes the probability...
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Financial Wellness
Your 2019 Financial To-Do List
What financial, business, or life priorities do you need to address for 2019? Now is a...