We continuously strive to add value to our client relationships, and we take our role as educators seriously. Our clients receive informative and insightful materials tailored to their specific interests and needs. We do our best to keep clients informed, but not inundated with extraneous information.
We have created this online Resource Center to provide our clients and others with access to important articles, research, commentary, and other materials. Our goal is to highlight key pieces that we believe clients will find particularly informative.
The general educational material we offer here is a supplement to the highly personalized discussions we have with each of our clients.
To share feedback or ask questions about these resources, please contact us directly.
FinArc offers its clients access to educational and informational content. In addition to other materials, FinArc’s clients receive a quarterly newsletter, Building Capital, which addresses a variety of wealth management, tax, and investment topics.
Building Capital - A FinArc Investments Newsletter
Have You Made Any of These Financial Mistakes?
Tax Benefits of Homeownership After Tax Reform
Building Confidence in Your Strategy for Retirement
What's Your Money Script?
The Standard Deduction and Itemized Deductions After Tax Reform
The College Landscape After Tax Reform
Should You Buy Your Own Office Space?
Key Retirement and Tax Numbers for 2018
Don't Wait to Ask Aging Parents These Important Questions
For Women, a Pay Gap Could Lead to a Retirement Gap
Does Your Business Need a Buy-Sell Agreement?
Managing Debt While Saving for Retirement
Working in Retirement: What You Need to Know
Kickstart Your College Fund with a 529 Plan
Test Your Investing IQ
Four Numbers You Need to Know Now
Spring Cleaning Your Finances
Converting Retirement Savings to Retirement Income
Investing That Makes an Impact
Tax Tips for the Self-Employed
Grandparents Can Help Bridge the College Cost Gap