Category: Uncategorized

Greetings! I trust that this will find you well and enjoying life. Your mail is protected by 18 U.S. Code § 1708, but that won’t stop mail theft, which may occur after you’ve already read through your mail and thrown it away. The trash cans you place at the curb for…

Greetings! I trust that this will find you well and enjoying life. Here we are once again, income tax filing deadline time of the year unless of course you file an extension. I want to challenge you to ask yourself if you are doing everything that you can to minimize…

Greetings! I trust that this will find you well and enjoying life. Do you have a grandchild rapidly approaching college with no college savings? You can step in with a substantial gift by opening a 529 college savings plan. The nice thing about these plans is that you own the account and…

Greetings! I trust that this will find you well and enjoying life. Carl Richards is a financial writer known for depicting financial illustrations with nothing more than a Sharpie. Like a cartoonist, he’s able to capture financial notions, behaviors and logistics with a few simple swipes of a heavy-handed pen.…

Greetings! I trust that this will find you well and enjoying life. Like you I am seeing a great deal of advertising these days about reverse mortgages. The prominent actors and politicians hired to promote them, make it all sound so easy and hype them up to appear to be…

Greetings! I trust that this will find you well and in good spirits. From time to time I have a retired client that decides to downsize their home. In the last year or so I have had several retired clients to make the decision to down size their home and…

Greetings! I hope that this finds you well and enjoying life. I received a couple of calls last week from clients that were concerned about the effect that the crisis in Ukraine could have on our markets if it comes to war. Obviously there would likely be repercussions for markets…

Greetings! I trust that this finds you well and enjoying life. It’s so easy to get caught up in the economics and finances of retirement and disregard the quality of life aspects. Although finances and money are important, they certainly don’t guarantee a happy life. The attached article is one of…

Greetings! I trust that this will find you well and enjoying life. In January and early February we all got a big dose of a “global economy” and the effect it has on our stock market. We should all be aware that we are much more impacted by events around the world…

Greetings! I trust that this will find you well and enjoying life. I read an article in Think Advisor magazine recently (you can find the entire article posted on Armor Financials Facebook page) that was intriguing. The article quotes Joel Kurtzman a senior fellow at the Milken Institute, regarding his…