Armstrong Advisory Group, 144 Gould Street Suite 210, Needham, MA (2026)

Serving New England - AAG offers personalized financial planning and investment management services, with over 10 offices throughout New England ready to assist you. Since 2004, the professionals at Armstrong Advisory Group have provided wealth management services to high net worth individuals and institutional investors. Experienced investment advisor representatives prepare investment portfolios designed with the goal of preserving and growing wealth, while meeting client income needs. We are dedicated to providing custom solutions that are unique to each client’s situation. As independent registered investment advisor representatives, we are chartered with recommending investments that are both suitable and in the clients’ best interests. Being independent allows our advisors to select from an immense array of investment choices. Armstrong Advisory Group partners with a network of leading professionals specializing in elder law, accounting, insurance, and mortgage financing. This integrated approach provides clients with a range of services to develop a comprehensive financial plan. ARMSTRONG ADVISORY GROUP, INC. – SEC REGISTERED INVESTMENT ADVISER

The information contained herein, including any expression of opinion, has been obtained from or is based upon, sources believed to be reliable, but is not guaranteed as to accuracy or completeness. This is not intended to be an offer to buy, sell or hold or a solicitation of an offer to buy, hold or sell the securities, if any referred to herein. All investments involve the risk of potential losses. Armstrong does not provide any tax or legal advice. Consult your tax and legal advisers on such matters. Armstrong Advisory Group, Inc. limits who can comment on this page.

09/18/2026

One of the hidden costs of saving too much can be it making you receive Medicare Surcharges. Medicare generally uses the modified adjusted gross income reported on a tax return from two years earlier. This lag can be surprising. A large Roth conversion, a major capital gain, the sale of a business, or a sizeable IRA withdrawal can affect healthcare premiums long after the transaction has faded from memory.

📥 DOWNLOAD our September Guide NOW — 🔗 [Link in bio]

Note: This guide is only available to download until September 30th. Past that date, reach out to us at [email protected] to request a copy.

Disclosure: Financial advisory services offered through Armstrong Advisory Group, Inc., an SEC registered Investment Advisor. Any securities related references are not intended to be an offer to buy, sell or a solicitation of an offer to buy, hold or sell.

09/01/2026

Join us for an informative evening designed to help you navigate two of the most important components of your retirement plan, Social Security and Medicare.
The last in a great series of seminars hopefully we will be back with other topics or a refresher for everyone that missed out on the seminars we did host.

Featured Speakers:
Matt Sczurek
Matt joined Armstrong Advisory Group in 2023 and has over 7 years of experience in the financial services industry. He graduated from Purdue University with a B.S. in Finance. Matt is a CERTIFIED FINANCIAL PLANNER™ as well as an Investment Adviser Registered Representative. He loves working with his clients to help them improve their relationship with their finances and helping them realize their financial goals.

Effie Visoulis
Effie is a licensed insurance professional specializing in Medicare planning solutions. She works with clients across Massachusetts and New England, helping them understand their options, avoid common misconceptions, and steer clear of late enrollment penalties. Effie is committed to providing education-driven guidance and tailored solutions that give clients peace of mind as they transition into retirement.

📅 Fairfield by Marriott Inn & Suites Springfield Enfield
Date: Thursday, October 1, 2026
Time: 5:00 PM – 6:30 PM

Registration is Required.
Spots are limited.

🔗 LINK IN BIO

𝗗𝗶𝘀𝗰𝗹𝗼𝘀𝘂𝗿𝗲: Financial advisory services offered through Armstrong Advisory Group, Inc., an SEC registered Investment Advisor.

08/27/2026

This post is the last part of a series showing the last phase of retirement. You can look for more details or a little on what is beyond this No-Go phase in our guide this month. Our guide explores each of the many housing options themselves age restricted, or 55+ community, Continuing Care Retirement Communities, and Assisted living. Your financial advisor, and senior living consultants who know the options and can help you weigh them.

📥 DOWNLOAD our August Guide NOW — 🔗 [Link in bio]

Note: This guide is only available to download until August 31st. Past that date, reach out to us at [email protected] to request a copy.

Disclosure: Financial advisory services offered through Armstrong Advisory Group, Inc., an SEC registered Investment Advisor. Any securities related references are not intended to be an offer to buy, sell or a solicitation of an offer to buy, hold or sell.

“Three Phases of Retirement: How Your Spending Changes.” Prana Wealth Management, October 21, 2021. https://www.pranawealth.com/three-phases-of-retirement-how-your-spending-changes/.
“Comparing the Cost of Senior Living vs. In-Home Care.” Where You Live Matters, October 3, 2024. https://www.whereyoulivematters.org/resources/home-care-vs-senior-living/.
“Aging in Place vs. Moving to a Senior Living Community: The True Costs.” Where You Live Matters, March 3, 2026. https://www.humangood.org/resources/senior-living-blog/are-you-prepared-for-the-true-costs-of-aging-at-home.

08/07/2026

Join us for an informative evening designed to help you navigate two of the most important components of your retirement plan, Social Security and Medicare.

Featured Speakers:
Susan Powers
Susan joined Armstrong Advisory Group in 2005 and brings over 20 years of experience in the financial services industry. As a Financial Advisor, she is dedicated to providing personalized guidance and exceptional service to clients navigating life’s financial transitions. Susan takes pride in helping clients achieve confidence and readiness as they approach retirement. She also co-hosts The Legal Exchange Show alongside Attorney Todd Lutsky.

Effie Visoulis
Effie is a licensed insurance professional specializing in Medicare planning solutions. She works with clients across Massachusetts and New England, helping them understand their options, avoid common misconceptions, and steer clear of late enrollment penalties. Effie is committed to providing education-driven guidance and tailored solutions that give clients peace of mind as they transition into retirement.

📅 Renaissance Framingham
Date: Thursday, August 20, 2026
Time: 5:00 PM – 6:30 PM

📅 Fairfield by Marriott Inn & Suites Springfield Enfield
Date: Thursday, October 1, 2026
Time: 5:00 PM – 6:30 PM

Registration is Required.
Spots are limited.

🔗 LINK IN BIO

𝗗𝗶𝘀𝗰𝗹𝗼𝘀𝘂𝗿𝗲: Financial advisory services offered through Armstrong Advisory Group, Inc., an SEC registered Investment Advisor.

07/29/2026

Some things need to be thought-out before you go ahead and talk to your loved ones. We have a few questions you any maybe your partner may want to look through and answer to find out what you want to do with your inheritance.

Again, talking to your children about inheritance will probably never be easy, but it can be one of the most meaningful gifts you give them. By taking the time to clarify your intentions, to understand your children’s perspectives, and to communicate your plan with honesty and care, you widen the opportunity for your financial legacy to support your family’s wellbeing, reflect your values, and preserve relationships long after you are gone.

📥 DOWNLOAD our July Guide NOW — 🔗 [Link in bio]

Note: This guide is only available to download until July 31st. Past that date, reach out to us at [email protected] to request a copy.

Disclosure: Financial advisory services offered through Armstrong Advisory Group, Inc., an SEC registered Investment Advisor. Any securities related references are not intended to be an offer to buy, sell or a solicitation of an offer to buy, hold or sell.

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144 Gould Street Suite 210
Needham, MA
02494

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https://armstrongadvisory.com/

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