Articles

Recent

  • A woman working from a home office, looking at a laptop computer with a pen in her hand

    Top Tips to Protect Your Business from Cybercrime

    February 10, 2026

    Risk & Fraud Awareness
    Did you know that business bank accounts don't have the same protections that federal law affords consumers when it comes to recovering from fraudulent transactions?
    Read more
  • A couple sitting in an office reviewing paperwork with a financial advisor

    Securing Your Legacy: High-Impact Estate Planning Ideas

    February 10, 2026

    Wealth Management
    Collections of federal estate and gifts taxes amount to a rounding error in the federal budget these days.
    Read more
  • Women meeting with financial advisor in an office setting

    Tax strategies for high-income taxpayers

    January 29, 2026

    Wealth Management
    Taxes are a necessary part of life, but in the words of Judge Learned Hand, “there is nothing sinister in so arranging one’s affairs as to keep taxes as low as possible.”
    Read more
  • A person holding a mobile phone

    Hang up on FaceTime fraud

    January 12, 2026

    Risk & Fraud Awareness
    As society evolves, scammers evolve. Scammers are once again changing their tactics to gain access to your personal sensitive information by using FaceTime.
    Read more
  • A middle-aged couple walking outdoors in the fall

    The unexpected tax angles of long-term care

    December 8, 2025

    Wealth Management
    The Life Insurance Marketing and Research Association recently published an article which noted that 70% of people will need some kind of long-term care, yet only 3% of people over the age of 50 have long-term care insurance.
    Read more
  • A close up photo of a man holding a smart phone

    How AI is powering scams

    December 3, 2025

    Risk & Fraud Awareness
    AI has many great things to offer, like making things faster, helping us make better decisions and even improving online security. However, as more people use AI, new worries about safety arise.
    Read more
  • A family walking through a park together in the Fall.

    The Fundamentals of Estate Planning

    December 3, 2025

    Wealth Management
    If you haven’t attended to your estate plan, don’t put it off any longer.  If you do have an estate plan, consider reviewing it in light of the changes in federal tax law.
    Read more
  • Woman on phone in kitchen area

    Shielding the Vulnerable from Scams

    November 24, 2025

    Risk & Fraud Awareness
    Financial scams have significant consequences, not only for the direct victims but also for their families, communities, and the broader economy.
    Read more
  • Retired couple on living room couch

    Understanding Your RMDs & Roth IRA Strategies

    November 19, 2025

    Wealth Management
    If you turn 73 this year, you must begin your Required Minimum Distributions (RMDs) from your traditional IRAs and employer retirement plans (no RMDs from Roth IRAs).
    Read more
  • A woman wearing a winter coat looking at her phone with Christmas lights in the background

    Don't let Black Friday give you the blues: Shop smart, stay safe

    October 31, 2025

    Risk & Fraud Awareness

    Black Friday is nearly here, bringing with it the promise of amazing deals. But while the discounts are exciting, the frenzy, the crowds and the constant barrage of ads can sometimes leave us feeling overwhelmed.

    Read more
  • A couple with their arms around each other smiling at the camera

    Managing Income During Retirement

    October 21, 2025

    Wealth Management

    When it comes to retirement, there are some factors we can control, and many more we can’t. We can choose how much to save and how to invest those savings. We can choose the retirement start date.

    Read more
  • A woman standing outside holding a coffee in one hand and her cell phone in the other

    Protecting you: The importance of accurate contact information

    October 3, 2025

    Risk & Fraud Awareness
    At Arvest, we're committed to being your trusted partner at every step of your financial journey. To continue delivering unparalleled protection and exceptional service, we need your help in keeping your contact information accurate and up to date.
    Read more