A fresh perspective on finances and lifestyle from The Arlington Group Investment Consulting Team.
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.
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.
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.
A positive perspective on inflation
The current economic climate we are experiencing takes a calm and thoughtful approach.
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.
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.
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.
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.
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 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.
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.
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.
An analogy for working moms
In this article, Lis McNealey Davies shares her positive perspective on being a successful working mom.
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.
