A fresh perspective on finances and lifestyle from
The Arlington Group Investment Consulting Team.
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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.

happy woman in wheel chair

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.

lis front arms crossed

An analogy for working moms

Lis McNealey Spaine is a third-time winner of the Working Mother and SHOOK Research's Top Wealth Advisor Moms Award. In this article, she shares her positive perspective on being a successful working mom.


Setting financial goals in the new year

With 2020 behind us, it is an opportune time to focus on refreshed financial goals. In this article, Lis McNealey Spaine shares a few tips on how to best set financial goals and create a plan for success.

smart holiday spending

Tips for smart holiday spending

This year has been filled with the unexpected but don't let that stop you from being prepared for the holiday season. Read this article to plan ahead to make the most out of your spending and potentially reap the benefits of this gift-giving time of year!