A fresh perspective on finances and lifestyle from
The Arlington Group Investment Consulting Team.
family walking in park

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.

Couple on Beach

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.

woman holding ring finger

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.

man reviewing financial documents with calculator

A positive perspective on inflation

The current economic climate we are experiencing takes a calm and thoughtful approach.

wall art

Small financial steps add up

We all have a unique financial journey and our team hears incredible inspirational stories daily. We hope this story inspires you to stay dedicated to your financial journey.

Giving hands

Charitable contribution planning

It’s the season of love, and this article focuses on how to plan to support the causes you love all year long.

tax documents and calculator

Savings considerations for 2022

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.

goals rock on beach

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.

coffee and readers winter scene

Top end-of-year financial tasks

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

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.

check marks on paper

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.

Lis and Greg wedding picture

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 Advisor going over paperwork with client

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.

lis front arms crossed

An analogy for working moms

In this article, Lis McNealey Davies shares her positive perspective on being a successful working mom.