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.
Building Capital - A FinArc Investments Newsletter
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.
Gray Divorce: Dividing Assets Can Impact Retirement
Reviewing Your Estate Plan
Tax Scams to Watch Out for
Time to Hire? Consider the Pros and Costs
Take Charge of your Student Debt Repayment Plan
On the Road to Retirement, Beware of These Five Risks
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