Staff
Financial Wellness
Beware of Lifestyle Creep
As people establish themselves as doctors and lawyers, executives, and successful...
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Reginald A.T. Armstrong
Investment Planning
Taking Advantage of Capital Gains Rates
Depending on your taxable income and the life stages of you and your family there are...
Staff
Financial Wellness
Managing Money Well as a Couple
What are the keys in planning to grow wealthy together? At some point, you will have to...
Reginald A.T. Armstrong
Other Points of View
Other Points of View: May 2018
Welcome to the Other Points of View, a monthly eZine designed to complement our...
Staff
Investment Planning
Adjusting Your Portfolio as You Age
As you approach retirement, it may be time to pay more attention to investment risk....
Staff
Insurance Planning
Avoid These Life Insurance Missteps
Are you about to buy life insurance? Shop carefully. Take your time when you look for...
Reginald A.T. Armstrong
WealthProtect Status Update
WealthProtect Status Update May 2018
This is the monthly WealthProtect System* status update and includes the probability...
Staff
Retirement Planning
The Pros & Cons of Roth IRA Conversions
What are the potential benefits and drawbacks of a Roth IRA conversion? If you own a...
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...
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...