Beyond the Ballot: The 2024 Election’s Impact on Your Investments
2024’s massive election year, in which over 70 countries are holding elections, is coming to a head for us as…
Charitable Giving in 2024 and Beyond: Key Trends and Developments
Now that we are well into the second half of the year, we can reflect on how the landscape of…
Income Strategies in Retirement
Retirement is an important milestone in life that you work tirelessly to achieve. While retirement can be exciting. it also…
Does it still make sense to downsize in today’s market?
Traditionally, downsizing from a larger home has been a strategic move for retirees looking to simplify their lives and bolster…
Be Prepared for Life’s Future Events!
In February, my coauthor Dr. Mary R. Donahue, Ph.D., and I released the sixth edition of On Your Own: A…
What You Need to Know About Retiring in Another State
One of the secondary effects of the COVID pandemic and shift to remote work was an uptick in people moving…
Challenges and Solutions of Retirement
Retirement is a significant milestone that requires careful planning and strategic management. This process can present several challenges, and addressing…
Deciphering Investment Strategies: Unveiling the Dynamics of Passive and Active Investing
In the world of finance, investors must decide how involved they will be with their investments or how involved they…
How Diversification and Smart Planning Can Better Inflation-Proof Your Finances
For the past couple of years, you’d be hard-pressed to go more than a few days without seeing, hearing, or…
Into the Sunset: How the Expiring TCJA Provisions May Affect Your Financial Plan
The Tax Cuts & Jobs Act (TCJA), passed by former President Trump at the end of 2017, was the first…
Medium-Term Financial Goals
The conversation surrounding financial goals typically focuses on the short and long term. Which makes sense, of course. Naturally, people…
Insights from Nicolette & Josh, CFPs® and Enrolled Agents
Welcome to Numbers and Nuances: Making the Tax Code Simpler, your go-to source for insightful articles and short-form content updates…
Bonds Bounce Back
As a decade of low interest rates came to a rapid end, bonds did not act like themselves in 2022,…
Game Plans for Success: Building a Diversified Portfolio vs. Crafting a Winning Fantasy Football Team
In the realms of finance and sport, strategic planning and diversity play pivotal roles in achieving success. Building a diversified…
Year-End Estate Planning Checklist
As we depart the holiday season, you may want to consider reviewing your current estate plan. As busy as this…
What’s New in Charitable Giving?
For non-profit organizations and charitable foundations, the beginning of the Fall season is eagerly anticipated each year; and it’s not…
Year-End Tax Review: Your Comprehensive Guide
Presented by Nicolette Davicino, CFP®, EA As an Enrolled Agent who incorporates a tax lens into my work here with…
State of Crypto 2023
Crypto Compass is excited to be back and bringing you up to speed on the latest news and trends in…
How to Stay Safe With Online Payment Tools
Online scams are growing increasingly prevalent, and they continue to get smarter. I remember a family friend who fell victim…
Why to Keep Saving for Retirement
Most of us work hard for several decades with the goal of someday being able to retire comfortably. But while…
Slaying the Beast: Tips for Paying off Debt in a High-Interest-Rate Environment
Inflation has been a hot topic in finance for more than a year. The Federal Reserve has steadily increased interest…
Healthy Financial Habits and Investment Plans
How to set yourself up for success by creating an investment plan and staying the course. Creating an investment plan…
History of Armstrong, Fleming & Moore, Inc.
In April, our firm will be 40 years old. To put those years in perspective, on April 1, 1983, the…
Survive and Advance
March is my favorite time of year. I like the way the transition in the sports world in March…
Retirement Savings Changes
Americans have been warned for years of an impending retirement crisis. In 2019, Boston College estimated there was a $7.1…
Social Security Changes (and Why That’s Great News for Retirees!)
Increases in Benefits Inflation has been a hot topic since the Fed started hiking rates last March to try and…
Medicare Changes in 2023
As we begin to say goodbye to winter and usher in spring here in Washington, DC, change is often expected,…
Charting a Course for 2023
Investors had to navigate an environment full of twists and turns in 2022. After hitting a new all-time high in…
2022 Year In Review
To say that 2022 was a challenging year for the markets would be an understatement. The stock markets saw big…
‘Tis the Season…to hold off on buying or selling a home?
Inflation. It’s a trigger word for all of us heading into this holiday season. As if the crunch before year-end…
Why Retiring in 2022 Could be a Challenge and What to do About it
It’s a scary time for anyone who recently retired and for those about to. Stocks (as measured by the S&P…
Real-World Examples of the Use Cases for Blockchain and the state of the Crypto World
In our last article, we dove into some mind-boggling topics like the metaverse and NFTs. In this post, we’ll focus…
Year-End Review: How History Provides a Path Forward
As 2022 progressed, investors and consumers were treated to a steady stream of bad news, and the markets reacted in-kind,…
How Insurance Fits in Your Financial Plan
One of the first steps in creating your financial plan is to identify your goals, their time horizons, and your…
Financial Wellness Check
As crazy as it may sound, we are more than halfway through 2022. Now is a great time to give…
Preparations Before Sending Your Child to College
There are many preparations that must be made when sending your child off to college. From the move-in to school…
Freedom and Financial Planning
One of the great traps of the information age is the wealth of data at our fingertips. It stands to…
Crypto Compass: NFTs & The Metaverse
What are NFTs? Before we dive into the mind-boggling concept of the metaverse, let’s start by breaking down NFTs. Nonfungible…
Changes to FAFSA coming down the pike
The excitement and pride that stems from having a child is often the most significant aspect of one’s life, and…
Protect yourself: 10 ways to prevent identity theft
Identity theft is a growing problem in the U.S., and pandemic relief made it worse as identity thieves targeted relief…
Preventing Over-indebtedness
Before the COVID-19 pandemic, a large portion of the country was struggling with debt and many estimate that one in…
Planning for Financial Literacy
As we wave goodbye to tax season and usher in spring, our thoughts and conversations with clients begin to include…
Knowledge Is Power: The Great Wealth Transfer & Financial Education
In 1973, just shy of the 100th anniversary of his death, descendants of Cornelius (“the Commodore”) Vanderbilt gathered at Vanderbilt…
Bitcoin and Ethereum Explained
Bitcoin What is it? In the first post we dove into what exactly cryptocurrency is, but not any of the…
Preparing Taxes
We have all likely heard Ben Franklin’s quote about there being only two certain things in life: death and taxes.…