ARGI Insights

The Backdoor Roth IRA

June 25th, 2018

Does your high income stop you from contributing to a Roth IRA? It does not necessarily prohibit you from having one. You may be able to create a backdoor Roth IRA and give yourself the potential for a tax-free income stream in retirement.   If you think you will be in a high tax bracket Read more

Beware of Lifestyle Creep

June 20th, 2018

“Lifestyle creep” is an unusual phrase describing an all-too-common problem: the more money people earn, the more money they tend to spend.   Frequently, the newly affluent are the most susceptible. As people establish themselves as doctors and lawyers, executives, and successful entrepreneurs, they see living well as a reward. Outstanding education, home, and business Read more

Wealth Management & Memory Disorders

June 18th, 2018

Besides impacting lives and relationships, dementia can also impact family finances. It may call for another family member to assume money management responsibilities for a parent, grandparent, or sibling. It may increase the risk of financial exploitation, even as we do our best to guard against it.   Just how many older adults have memory Read more

May 2018 Market Update

June 14th, 2018

MARKET RECAP* Stocks rallied in May, posting its best month since January and best May since 2009 The S&P 500 finished the month with a positive 2.4% return Top Sectors: Technology (+7.4%), Energy (+3.0%), Industrials (+3.0%) Bottom Sectors: Telecom (-2.5%), Consumer Staples (-1.9%), Utilities (-1.8%) Large Cap Growth beat Large Cap Value in May by Read more

Including Digital Assets in Your Estate Plan

June 13th, 2018

When people think about estate planning, they may think in terms of personal property, real estate, and investments. Digital assets might seem like a lesser concern, perhaps no concern at all. But it is something that many are now considering.   Your digital assets should not disappear into a void when you die. You can Read more

How New Tax Laws Affect Small Businesses

June 12th, 2018

The Tax Cuts & Jobs Act changed the tax picture for business owners. Whether your company is incorporated or held closely, you must recognize how the recent adjustments to the Internal Revenue Code can potentially affect you and your workers.     How have things changed for C corps? The top corporate tax rate has fallen. Read more

Using a Roth IRA as a College Savings Tool

June 11th, 2018

At first glance, a Roth IRA might seem an unusual college savings vehicle. Upon further examination, it may look like a particularly smart choice.   A Roth IRA allows you to save for college without the constraints of a college fund. This is an important distinction, because you cannot predict everything about your child’s educational Read more

Retirement Planning Weak Spots

June 6th, 2018

Many households think they are planning carefully for retirement. In many cases, they are not. Weak spots in their retirement planning and saving may go unnoticed.   Couples should recognize that they may face major medical expenses. Each year, Fidelity Investments estimates how much a pair of newly retired 65-year-olds will spend on health care Read more

Set Goals as You Save & Invest

June 4th, 2018

Goals give you focus. To find and establish your investing and saving goals, first ask yourself what you want to accomplish. Do you want to build an emergency fund? Build college savings for your child? Have a large retirement fund by age 60? Once you have a defined motivation, a monetary goal can arise.   Read more

Financing a College Education

May 30th, 2018

A university education can often require financing and assuming debt. If your student fills out the Free Application for Federal Student Aid (FAFSA) and does not qualify for a Pell Grant or other kinds of help, and has no scholarship offers, what do you do? You probably search for a student loan.   A federal Read more

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