Jan 1, 2018

Five Financial Mistakes to Avoid in 2018

Have you resolved to get your financial house in order in 2018? Here are five financial mistakes to avoid in the new year.Roth or not? The new tax laws make Roth IRAs and 401ks more appealing. Make sure you take advantage!Let it run? The equity markets were good to most investors in 2017.

Have you resolved to get your financial house in order in 2018? Here are five financial mistakes to avoid in the new year.

Roth or not? The new tax laws make Roth IRAs and 401ks more appealing. Make sure you take advantage!
Let it run? The equity markets were good to most investors in 2017. However, don't overlook the importance of rebalancing your portfolio.
Are you taking unnecessary risk? Most investors view bonds as the "safe" part of their portfolio. Make sure you understand the risk in your bond investments.
What's your number? How much do you need to save for a secure retirement? If you don't know, now is the time to find out.
Who gets it when your gone? Nearly 50% of Americans don't have a will. Others wrongly assume their will determines who will get their IRA and 401k accounts. Make sure your legacy goes to those for who you intend it.

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How QTIP Trusts Protect Your Second Marriage and Your Kids

One-third of married Americans age 55 and older are currently in a second marriage. While remarriage is common in this age demographic, it often creates what we call the "Brady Bunch" dilemma: how do you ensure your current spouse is financially secure while also guaranteeing that your assets eventually reach your children from a previous marriage?

Mar 7, 2026

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Trump Accounts: The Ultimate Tax-Free Wealth Strategy for Kids

Trump Accounts can be an excellent jump start to a child or grandchild's retirement savings.

Mar 3, 2026

The Risks of NIL Agents and the Importance of Fiduciary Advice

For college athletes receiving NIL income making good decisions is critical to financial success.

Feb 25, 2026

How QTIP Trusts Protect Your Second Marriage and Your Kids

Mar 7, 2026

Trump Accounts: The Ultimate Tax-Free Wealth Strategy for Kids

Trump Accounts can be an excellent jump start to a child or grandchild's retirement savings.

Mar 3, 2026

The Risks of NIL Agents and the Importance of Fiduciary Advice

For college athletes receiving NIL income making good decisions is critical to financial success.

Feb 25, 2026

Financial Planning for GSK Employees

GlaxoSmithKline (GSK) has some of the most lucrative employee benefits in the pharmaceutical industry - but only if you make the most of them. At Ark Royal Wealth Management we work with a number of GSK employees / retirees to help them navigate the often complicated landscape of GSK benefits.

Feb 12, 2026

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