Can you have the retirement you want?
Is your portfolio tax efficient?
Are you maximizing social security benefits?
Yes? No? Maybe?
Armor Wealth Management can help with the answers you're looking for!
 |
 |
Matt Reekers, RICP® |
Ron Staebell, CLU®, ChFC®, AEP |
Contact Us for a Complimentary Financial Review
Newsletters
-
Your Estate: Have You Looked at These Legal Documents Lately?
This article looks at documents that should be kept up to date, including wills, trusts, advance medical directives, and beneficiary forms.
-
Behavioral Biases That Can Lead to Costly Mistakes
Learn about six blind spots that can lead to regrettable portfolio decisions (and how investors might avoid them).
-
Will vs. Trust: Know the Difference
Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.
-
Four Steps to Rebuilding Your Business
Small-business owners may need to think on their feet and visualize what a recovery might look like for their operations post COVID-19.
Calculators
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
-
Savings Accumulation
Estimate the future value of your current savings.