Armstrong ∙ Dixon

06/08/2026

A five-minute review today could prevent major headaches later. When was the last time you checked your beneficiaries?

06/05/2026

Happy Friday!!!

This week the Armstrong Dixon Team got together, with the help of to film more episodes of our new podcast: The Conversation Room.

What is The Conversation Room you ask?

It's space we created to discuss those otherwise complex financial topics and turn them into simple conversations.

Missed our first episode? Check it out here 👇

https://youtu.be/Yt3UHjpN_Jc?si=EVQetXXt937N26fN

06/05/2026

If you are 50 or older, or you will reach age 50 by the end of the year, you may be able to make contributions to your IRA or employer-sponsored retirement plan above the normal contribution limit.
How much can you contribute as a catch-up contribution?

Maximize your retirement savings with catch-up contributions. Explore contribution limits, eligibility, and strategies for 2026.

05/29/2026

Please join us in congratulating Katie on completing the Professional Leadership Program for Women & Allies (PLPW) through Towson University’s Dr. Nancy Grasmick Leadership Institute!

This program focuses on expanding influence, developing authentic leadership styles, and building meaningful peer connections, all qualities Katie demonstrates every day as a leader at Armstrong Dixon.

Congratulations, Katie! We’re proud of all you've accomplished and excited to see how you'll continue to lead and inspire others.

05/28/2026

Key Tax Considerations for Surviving Spouses

The loss of a spouse brings emotional and financial challenges. Learn about important tax considerations, filing status changes, inherited assets, and retirement planning strategies.

Maximize your retirement savings with catch-up contributions. Explore contribution limits, eligibility, and strategies for 2026.Explore how the loss of a spouse can impact taxes, retirement accounts, and estate planning, and discover ways to help minimize tax liability.

05/27/2026

Don’t miss the conversation. 🎙️ Join Greg and Joe in The Conversation Room as they discuss why coordination matters more as your wealth grows and how a more connected approach can help bring clarity to your financial life. Watch the full episode through the link in bio.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.S...

05/26/2026

We’re excited to welcome Magdala to the Armstrong Dixon team! Her compassionate, human-centered approach to financial wellness and passion for helping others build financial peace and generational wealth make her a wonderful addition to our team.

05/25/2026

Memorial Day is more than the start of summer, it’s a time to reflect on the courage and sacrifice of those who served our country and never came home.

We remember and honor them today and always. Thank you for being part of our community. 🇺🇸

05/21/2026

Roth IRAs Explained: What You Need to Know

Looking for smart retirement savings strategies? Explore the key benefits and rules surrounding Roth IRAs in 2026.

Explore Roth IRA rules, income limits, conversions, and tax advantages to help maximize your retirement savings strategy.

05/20/2026

Catch the latest Conversation Clip featuring Joe Breslin and Greg Armstrong as they discuss why coordination matters more as your wealth grows. From tax planning to estate strategies and everything in between, thoughtful coordination can make all the difference.

Watch the full episode through the link on our YouTube Channel or through the link below.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.S...