A fresh perspective on finances and lifestyle from The Arlington Group Investment Consulting Team.
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.
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 should be addressed. The sooner you plan, the easier it can be to prepare your financial assets.
An analogy for working moms
In this article, Lis McNealey Davies shares her positive perspective on being a successful working mom.
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