Argotsinger Wealth Management

Daylight Savings time ends November 3rd! Enjoy the "fall back" and enjoy catching an extra hour of zzzz's!

Finding the proper for your means knowing what is covered by the association’s insurance.

A Brief Guide To Condo Insurance Important items to consider when purchasing condo insurance.

November was first declared as Military Family Month in 1996. Since then, November has been a time to acknowledge the tremendous sacrifices our military families make; they embody strength, resilience, and courage.

Wishing you and your little goblins a safe and FA-BOO-LOUS Halloween! Happy Haunting!

Do you know how to make a social impact with your investments? Read more now.

Are You Ready for Your Portfolio to Make a Difference? Learn about the rise of Impact Investing and how it may benefit you.

Could your portfolio benefit from a zero-coupon bond?

The ABCs of Zero Coupon Bonds Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Self-employed? Learn more about your retirement plan options.

Self-Employed Retirement Plans Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Learn the ins and outs of 529 plans before you or your student heads to college.

What Can You Buy With 529 Distributions? This article can be a helpful guide when beginning to prepare for education expenses.

Surprises crop up every day, and they’re a great reason to work with us.

Surprises Making the most of surprises is a great reason to work with us.

📢 What happens to your 529 account if your kids don't go to college? 🎓 With rising college costs and changing job markets, more students are considering alternatives to traditional four-year colleges.

What If Your Kids Decide Against College? Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

Childhood attitudes and habits can determine your child's health in his or her adult years.

Raising Healthy Children Healthy habits are one of the greatest gifts to give your child.

Happy Boss's Day to someone who always knows exactly how to bring out the best in people.

Let's discuss your investment goals and risk tolerance. Are you satisfied with your current investment portfolio? What investment opportunities or challenges are you facing? Let's explore strategies to make your investments work harder for you.

These 6 things might make your next return a prime target for an IRS audit.

Red Flags for Tax Auditors Here are six flags that may make your tax return prime for an IRS audit.

Planning for retirement can feel overwhelming, but with the right guidance, we can make it a seamless process. Let's start the conversation about your retirement goals and aspirations. Are you on track with your retirement savings? What retirement lifestyle do you envision for yourself?

If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qualify. Read more here:

Medicare At 65+ 65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

As Americans continue to live longer, their retirement plans are becoming more and more unique. Are you ready to be inspired?

Dreaming Up an Active Retirement When you retire, how will you treat your next chapter?

Your financial future deserves the best protection. Let's have a conversation about insurance and risk management. Are you confident in your current coverage? What are your concerns or questions about safeguarding your assets and loved ones? 🛡️

Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?

Rightsizing for Retirement What does your home really cost?

Let's talk about optimizing your cash flow. What are your biggest challenges when it comes to managing your cash flow effectively?

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.

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Q3 saw a Fed-fueled rally, but what's next? Our Quarterly Market Insights for October explores the latest economic indicators and what investors may be talking about in Q4.

Quarterly Market Insights | Q3 2024 Quarterly Market Insights | Q3 2024 U.S. Markets Investors welcomed the Fed’s decision regarding short-term interest rates, causing stocks to post solid gains in the third quarter. The Dow Jones Industrial Average, which dipped in Q2, picked up 8.21 percent for the third quarter. The S&P 500 Index...

October has arrived, marking the beginning of U.S. Financial Planning Month. Throughout this month, we will be sharing valuable insights and practical tips to help you make informed decisions. Our goal is to assist you in taking control of your financial goals. Let's make October a time to pause and reflect on your financial path and your goals.

Marginal tax bracket and holding period affect capital gains taxes. Learn more.

Capital Gains Tax Estimator Use this calculator to estimate your capital gains tax.

October is Breast Cancer Awareness Month. No matter who you are or where you live, breast cancer may touch your life. Get to know breast cancer warning signs, your risk, and what's normal for YOU so you can act if something seems different.