A fresh perspective on finances and lifestyle from
The Arlington Group Investment Consulting Team.
Financial Advisor meeting with clients

5 tips for estate planning

Creating an estate plan is the best way to make sure your wishes are honored, and your loved ones are taken care of long after you are gone. We’ve put together steps to make this a simple process for you.

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Preventing financial scams and fraud

Technology is a modern-day convenience that has improved our access to a myriad of services and information. Although there are many benefits to advancement in technology, it has also opened an avenue for fraudsters and bad actors to prey on innocent consumers.

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All about 529 plans

Do you know the ins and outs of 529 plans? In this month’s blog, Jeff tackles some of the important benefits.

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What to do with an unexpected windfall

Whether a distant family member leaves you a large amount of money or you get a big surprise bonus from work, there are several beneficial ways to make use of unexpected money.

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The truth about finances and luck

Luck can definitely play a role in accumulating wealth but those who depend on becoming lucky may come up short. In this month’s blog, Lis explains why she believes long-term strategy is a better way to achieve financial results.

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Do you need life insurance?

Life insurance can be an important factor to consider in planning, but needs may often change according to the stage of life you're in. Here are a few tools to evaluate your current needs.

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Open enrollment reminders

Open enrollment season is coming, which means it’s time to review your current benefits and consider selections that will have a positive impact on your financial situation.

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Financial considerations for divorce

Beyond falling out of love, divorce has financial implications, too. It’s important to know these financial impacts before you start the process.

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All about long-term care

Whether it is encouraging a parent to make decisions or developing a plan for yourself, long-term care is a topic that needs focus. The sooner you plan, the easier it is to protect your financial assets.

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Three factors for financial independence

There are many paths to financial independence and no one path is the same. However, here are some common ways you may consider to help build wealth.

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Savings considerations for 2024

The beginning of the year is a great time to revisit your savings and life goals. Make sure you are doing everything you need to realize your dreams.

Foggy bridge

Spooky financial mistakes

Some financial mistakes may leave you open to scary situations. This Halloween-inspired article provides reminders of how to keep safe from any financial ghosts or goblins.

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Setting financial goals in the New Year

The start of a new year is an opportune time to focus on refreshed financial goals. In this article, Lis McNealey Davies shares a few tips on how to best set financial goals and create a plan for success.

College campus

College Investment Planning

The thought of saving for your child’s college expenses can be overwhelming. Here are some considerations when navigating the world of education savings.

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Help your finances to stay “healthy” with a check up

When was your last financial check up? In her latest blog, Lis outlines four topics to keep in mind and make sure you review during a financial check up.

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Personal document storage

Do you know what personal documents are crucial to keep in paper form? Here are some good reminders on what to keep, where to store, and when to shred your personal documents.

holiday gifts

Tips for smart holiday spending

It’s almost that time of year when gift-giving is at the forefront of our minds. Having some financial guardrails in place can keep your focus on giving to others without the burden of debt to start the New Year.

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Top end-of-year financial tasks

By reviewing these four items, you can have greater understanding about taxes for the current calendar year as well as be more financially confident as it relates to your financial goals.