A fresh perspective on finances and lifestyle from The Arlington Group Investment Consulting Team.
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.
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.
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.
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.
Do you need life insurance?
Life insurance can be an important factor to consider in financial 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.
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.
Financial considerations before remarriage
According to a study by Pew Research, nearly "42 million adults in the U.S. have been married more than once." There are many benefits to remarriage, but also some financial considerations that shouldn't be ignored.
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.
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.
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.
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.
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.
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 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.
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.
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.
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.
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.
Important notice: You are leaving the Wells Fargo website
PLEASE NOTE: By clicking on this link, you will leave the Wells Fargo Advisors Web site and enter a privately owned web site created, operated and maintained by a third-party, which is not affiliated with Wells Fargo Advisors or its companies. The information and opinions found on this website have not been verified by our Firm, nor do we make any representations as to its accuracy and completeness. By linking to this Web site, Wells Fargo Advisors is not endorsing this third-party’s products and services, or its privacy and security policies, which may differ from Wells Fargo Advisors. We recommend that you review this third-party’s policies and terms and conditions to fully understand what information may be collected and maintained as a result of your visit to this website.