A Premarital Playlist
You’ve picked the venue, finalized the guest list, chosen a cake flavor, and built the perfect wedding playlist. But have you tackled one of the most important pre wedding steps? An honest financial conversation with your partner.
It’s not the most glamorous part of wedding planning, but it may be the most critical. Financial stress is one of the biggest sources of conflict in marriage. Talking openly about money now helps you start your life together on the same page.
The OBBBA Deduction Explained: What Retirees Should Know
The One Big Beautiful Bill Act (OBBBA) is making big changes to how Social Security benefits are taxed. While many retirees will see reduced or even eliminated taxes thanks to a new deduction, the details matter. Income limits, phase-outs, and an expiration date in 2028 mean this benefit isn’t as simple as it seems.
Takeaways from Stop, Spot, Secure
Missed Our “Spot, Stop, Secure” Webinar?
We’ve compiled a recap of the key fraud and scam prevention strategies discussed during the session. Learn how scammers are using AI, phishing, and impersonation schemes and what you can do to stay protected.
Eric Ashburn Named to AdvisorHub’s Top 250 Advisors to Watch Under $1B for the Second Consecutive Year
Vienna, VA – Argent Bridge Advisors is proud to announce that Eric Ashburn, CFP®, CEPA®, CDFA®, CeFT®, has once again been named to AdvisorHub’s Top 250 Advisors to Watch Under $1B for 2025. This marks Eric’s second consecutive year earning a place on this distinguished national list.
Eric Ashburn Recognized on Advisor Hub’s “250 Advisors to Watch Under $1B” List
Vienna, VA — Argent Bridge Advisors is delighted to announce that Eric Ashburn, CFP®, CEPA®, CDFA®, CeFT®, Partner & Private Wealth Advisor, has earned a spot on Advisor Hub’s prestigious list of “250 Advisors to Watch Under $1B.” Eric has been recognized at number 200, showcasing his exceptional dedication, expertise, and commitment to client success.
This remarkable achievement highlights Eric’s continued pursuit of excellence in the financial planning industry. As a Partner & Private Wealth Advisor at Argent Bridge Advisors, Eric’s dedication to providing top-tier financial advice and personalized strategies has been instrumental in helping clients achieve their financial goals.
Reducing Tax Burden with Capital Gains Distributions
Can you use distributed gains to reduce your tax burden? Capital gains distribution is defined as a payment by a mutual fund or an exchange-traded fund of a portion of […]
How 2022 Tax Changes Impact You
The IRS recently announced the 2022 tax changes. This annual inflation adjustment means new tax-rate schedules, tax tables, and cost-of-living adjustments for several tax breaks. Here’s a quick overview of the 2022 […]
How a Charity Financial Advisor Helps Your Charitable Giving
Financial advisors can do much more than just help you grow your portfolio. A charity financial advisor can help you improve your charitable giving. Philanthropy seems simple, but a charity […]
Understanding Net Unrealized Appreciation (NUA) Distributions
Understanding NUA distributions is important and can give your retirement plans a boost. So, let’s look at how NUA distributions work and how you can take advantage of them. NUA […]
Strategizing with a Financial Advisor in Northern Virginia Before a Required Distribution
Required distributions are part of IRS rules but there are ways to use this to your advantage. Strategizing with a financial advisor in Northern Virginia before required distribution begins is […]
