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 […]
[Market Recap] Cup of Joe: November 2024 Market Update
Cup of Joe Markets in November As the end of the year approaches, it’s a great time to assess your financial strategy and ensure you’re maximizing key opportunities. In this […]
The Wealth High Wire | Financial Planning for Professional Athletes
The Wealth High Wire Balancing High Stakes Decisions Financial Planning for Professional Athletes: A Playbook for Long-Term Success Signing a contract with a professional sports team is a monumental achievement. […]
[Market Recap] Cup of Joe: October 2024 Market Update
Cup of Joe Markets in October A teammate of mine recently posed a simple question, “Why not just put everything [in a 401K account] in one fund, like the […]
[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 […]
[Empowered Divorce Decisions]: Understanding Defined Contribution Retirement Plans in Divorce Settlements
Understanding Defined Contribution Retirement Plans in Divorce Settlements Defined contribution retirement plans, such as 401(k)s, 403(b)s, and IRAs, are important financial assets, especially during a divorce. These plans can be […]
[Market Recap] Cup of Joe: September 2024 Market Update
Cup of Joe Markets in September Pulse of the Market Stock Performance in 2024: The market has shown solid performance so far this year. The S&P 500 is up 16.5%, […]
[Empowered Divorce Decisions]: Meet Our CDFA®’s
Meet Our CDFA®‘s Our team of Certified Divorce Financial Analyst® professionals at Argent Bridge Advisors understand the challenges that arise when deciding financial matters in divorce. It can be overwhelming. […]
The Wealth High Wire | Maximizing the Benefits of Selling Your Home for a Large Profit
The Wealth High Wire | Balancing High Stakes Decisions Maximizing the Benefits of Selling Your Home for a Large Profit If you’re considering selling your home and expect a significant profit, […]
