There are so many factors beyond the basics of estate planning that you need to consider: powers of attorney, trusts, gifting/titling – the list of details seems endless. Making plans for after death can feel morbid and, honestly, downright sad. But when the time comes, the better prepared you are, the easier it is for your loved ones after you pass.
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During a recent Coffee & Conversation, Cecile Hult, CFP®, CDFA® Partner & Private Wealth Advisor for Argent Bridge Advisors, sat down with Maggie Lust and Michael Osinksi, CPA’s at Dixon Hughes Goodman LLP, and explored what tax law considerations   see more →

QDROs (or Qualified Domestic Relations Order) are most likely something you haven’t encountered until your divorce proceeding. We sat down with Jennifer McCammon, Partner at Bean, Kinney & Korman, to answer some frequently asked   see more →

It can be difficult to keep up with all of the changes that happen with tax laws each year. That’s what what we’re here for!

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Big life changes, such as a death or divorce, often are the catalysts for selling jewelry, but it can be hard to know where to start or to know if you’re getting an honest value. We sat down with Rose Bouchard of Tyson’s Watch and Jewelry Exchange and she

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There are many professionals you can stack on your team to help you through your divorce process – a Certified Divorce Financial Analyst®, mediator, estate attorney, tax attorney, and many more.   see more →

At Argent Bridge Advisors, we value an abundance mindset. Focusing on what you have and what you have accomplished is the first step to thinking abundantly when planning – after all, you’ve worked hard to achieve your wealth!

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Communication with your ex-spouse can be challenging. There are hard feelings, they know exactly how to push your buttons – it’s not always the easiest. On our latest, Done with Divorce Online Workshop, we were joined by Cherie Morris, JD, CDC®,   see more →