Category: Uncategorized

December 6, 2019 Greg Caramanica

    There are multiple opportunities at the end of the year to make sure you close out 2019 right. Since most year-end planning opportunities have firm deadlines—often December 31st—acting now can help ensure you don’t leave money on the table. It’s not all upside though: Failing to take certain actions can mean penalties in…

November 6, 2017 Greg Caramanica

Arlington Wealth Planning is a Registered Investment Advisor (RIA) and I am an Investment Advisor Representative (IAR).  Many people may be wondering what that means and why it matters.  Well, it’s a long story, but I will shed some light on the meaning here. My understanding is that there are two main ways one can register…

November 2, 2017 Greg Caramanica

With the advent of information technology and the increased ability for people to find information at their fingertips, those in the financial planning industry might have been concerned that financial planners would go out of business. On the contrary, financial planners are being sought even more so – at least in our experience. What we’ve seen…

November 2, 2017 Greg Caramanica

We are happy to release the new look and feel of the ArlingtonWealthPlanning website!