Many forget about the probate process when approaching inheritance, with some blindsided with the wait times and costs associated. Speak with your advisor to ensure probate is factored into your financial equation. https://lnkd.in/eM8gCqqU #inheritance #probate
Armstrong, Fleming and Moore, Inc.
Financial Services
Washington, DC 525 followers
Life moves at its own pace. Your financial plan should move at yours.
About us
We are pioneers of financial planning in D.C. With more than 35 years of financial planning experience, we have the perspective we need to go beyond the numbers and understand the full breadth of your situation. We create a tailored financial plan and investment strategy, and we work with you personally and patiently to help you achieve true financial independence. As your story builds, we provide a clear picture of your progress and options. We have helped hundreds of clients navigate major financial opportunities, support children and grandchildren, and retire on their terms. You can look to us for any financial decision: we have the knowledge base and tools to help you find the right path. This communication is strictly intended for individuals residing in the states of (AZ,CA,CO,DC,DE,FL,GA,HI,IA,ID,IL,IN,KS,MA,MD,ME,MI,MO,NC,NJ,NM,NY,OK,OR,PA,RI,SC,SD,TN,TX,VA,WA,WI,WV). No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®, http://www.FINRA.org/http://www.SIPC.org, a Registered Investment Adviser. Investment advisory services offered through Armstrong, Fleming & Moore, Inc., an SEC registered investment adviser, are separate and unrelated to Commonwealth. Armstrong, Fleming & Moore, Inc., 1800 M Street NW, Suite 1010-S, Washington, DC 20036. 202-887-8135 Please review our Terms of Use here: http://www.commonwealth.com/termsofuse.html
- Website
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http://www.afmfa.com
External link for Armstrong, Fleming and Moore, Inc.
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Washington, DC
- Type
- Privately Held
- Founded
- 1983
Locations
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Primary
Get directions
1800 M Street NW
Suite 1010-s
Washington, DC 20036, US
Employees at Armstrong, Fleming and Moore, Inc.
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Sumedha Malhotra, CFP®, CRPC®, CPWA®
Experienced Financial Services Professional
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Chris Rivers, CFP®, CRPC®
Principal & Financial Advisor at Armstrong Fleming & Moore ◆ Helping a select group navigate to retirement & thrive through retirement
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Ryan Fleming
President of a Great Financial Planning Firm and Consultant to Washington's best
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Carl Holubowich
Principal & Financial Advisor at Armstrong, Fleming & Moore Inc.
Updates
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The IRS clarified rules for heirs of retirement accounts in a long-awaited announcement last week. While the new rules are meant to address confusion regarding required withdrawals, be it amounts or timing, most remain bewildered. Curious how these rules impact your financial plan? Reach out to your advisor today. https://lnkd.in/gpae9JMQ #personalfinance #IRS
Heirs Finally Get an Answer From IRS About Money in Inherited Retirement Accounts
wsj.com
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Your children may be in the market for their car, which is an exciting milestone worthy of careful planning and forethought. If you'd like to help them navigate a tricky market, speak with your advisor to learn some useful strategies: https://lnkd.in/g3c25kAV #personalfinance #carbuying
Advice | Five tips to help your teen buy their first car without overspending
washingtonpost.com
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As reported by CNBC, inflation continues to impact budgets across the country despite the Fed's ongoing action. (https://lnkd.in/en4mYsF8) Looking for ways to reduce its impact on your finances? Check out our blog to help you bulletproof your budgets with the power of diversification: https://lnkd.in/eWTWY475 #personalfinance #inflation
How Diversification and Smart Planning Can Better Inflation-Proof Your Finances - Armstrong Fleming & Moore, Inc.
https://afmfa.com
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Goals-based retirement planning is a trending strategy that puts your personal needs and wants for your latter years front and center when making planning decisions. This strategy may be excellent for some, but it's important to discuss it with your advisor to ensure it's a fit for your unique financial situation: https://lnkd.in/ei5q2_4d #retirement #personalfinance
Goals-Based Retirement Planning Is All About You
kiplinger.com
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Are you in the process of naming an estate executor, or are you considering answering the call to be one yourself? A new podcast from the Wall Street Journal tackles this exact topic and may be of help in outlining the responsibilities associated: https://lnkd.in/ei38e2WZ #estateplanning #executors
What You Should Know Before Naming or Being an Estate Executor - Your Money Briefing - WSJ Podcasts
wsj.com
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April 15th comes to mind as Tax Day, the annual deadline to file your income taxes from the previous calendar year. However, are you aware that there are several other key tax deadlines that also fall on April 15th? Take a look at this article to put them on your radar in advance of tax season: https://lnkd.in/eWRFEMFq #taxplanning #taxseason
Nine Tax Deadlines for April 15
kiplinger.com
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How to Determine Your Expected Retirement Date via Morningstar https://lnkd.in/eckpwCTS