Divorce is often a complicated process. It often has far-reaching impacts that
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Abundance Planning: Prepping for 2022 [Watch Now]
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!
Cup of Joe – Bi-Weekly Market Recap: Preparing to Close the Year
Take a look at last week’s market recap from Joe Gallemore, CIMA® Partner & Director of Investment Management for Argent Bridge Advisors. Watch the video now!
Top Tips to De-Escalate Conflict [Advisors on Divorce]
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 →
Can you use distributed gains to reduce your tax burden? Capital gains
more →Espresso Shots – How to Lower the Tax Burden for Your Beneficiaries
When passing on a significant inheritance, it’s always important to be cognizant of the tax implications you’re putting on your heiresses. We have one strategy for lowering that tax burden. Watch the video to find out how!
[Special Edition] Cup of Joe – Bi-Weekly Market Recap: What’s In the News & Herd Mentality
Take a look at last week’s market recap from Joe Gallemore, CIMA® Partner & Director of Investment Management for Argent Bridge Advisors. Watch the video now!
The IRS recently announced the 2022 tax changes. This annual inflation adjustment means new
more →Cup of Joe – Bi-Weekly Market Recap: Global Markets, US Stocks & International and Emerging Markets Updates
Take a look at last week’s market recap from Joe Gallemore, CIMA® Partner & Director of Investment Management for Argent Bridge Advisors. Watch the video now!
Advisor Insights on Roth Conversions [Watch Now]
Leveraging a Roth Conversion can be an invaluable tool to maximize your retirement assets, but it’s not necessarily the best strategy for everyone. So how do you know if a Roth Conversion would be a good consideration for your retirement planning?
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