Running a Business? Don’t Miss These 5 Signs Your Finances Need Attention
When you’re running a business, your own financial health can easily fall to the bottom of the list. Between managing your team, serving clients, and making big decisions every day, it’s no surprise that personal planning gets pushed aside.
Argent Bridge Advisors’ Eric Ashburn Recognized as a 2025 Five Star Wealth Manager
October 2025 – Vienna, VA – Argent Bridge Advisors is proud to announce that Eric Ashburn, CFP®, CEPA®, CDFA®, has been named a 2025 Five Star Wealth Manager. This recognition honors professionals in the wealth management industry who demonstrate exceptional client satisfaction, integrity, and commitment to excellence.
The 5 Players and Money Moves That Can Make or Break Your Business Exit
I recently saw the new F1 movie with Brad Pitt, and it was a reminder that even the fastest driver cannot win without the right team in the pit. Exiting a business is no different. Roughly half of business sales collapse before closing. Not because the numbers do not add up, but because planning, people, and process are not aligned.
Year-End & Beyond: Tax Planning Strategies for High-Net-Worth Families
As we approach year-end, many families are asking how to make the most of 2025 under current tax rules while also preparing for the changes ahead in 2026. The weeks between now and December 31 represent a particularly important window for proactive planning. Actions taken before year-end can reduce this year’s tax bill, strengthen long-term wealth strategies, and position you to take advantage of new opportunities in the years ahead.
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.
Coffee & Conversation: Charitable Gifting 101
Coffee & Conversation Charitable Gifting 101 In this edition of Coffee & Conversation, Dianne Nolin, CFP®, CDFA®, Managing Partner & Private Wealth Advisor, and Alyce Phinney, CDFA®, Private Wealth Advisor […]
[Empowered Divorce Decisions]: Dividing Annuities in Divorce
Considerations for Defined Benefit Plans in Divorce Dividing assets during a divorce is often complex, especially with specialized assets like annuities. Whether an annuity was purchased for retirement or as […]
[Empowered Divorce Decisions]: Considerations for Defined Benefit Plans in Divorce
Considerations for Defined Benefit Plans in Divorce Dividing defined benefit retirement accounts, often called pension plans, during a divorce requires a unique approach compared to defined contribution accounts. Here’s what […]