Understanding Your Vision for Retirement
Your retirement planning deserves the benefit of a caring team of professionals focused on helping you pursue your vision for the future. Alpha Wealth Management and Planning is an independent financial services firm dedicated to providing guidance on all aspects of wealth management and retirement plan strategies. While we proudly serve a variety of individuals and families, our firm recognizes the unique needs of those in retirement transition and seeking income as well as wealth preservation strategies to sustain their lifestyle objectives.
"People are always more important than numbers. Happy people make happy numbers... which make even more people happy."
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
It's important to understand how inflation is reported and how it can affect investments.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Life insurance proceeds are generally tax-free. But not in all cases.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you should be saving for college.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your capital gains tax.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
It's easy to let investments accumulate like old receipts in a junk drawer.
What is your plan for health care during retirement?
Here’s a crash course on saving for college.
Agent Jane Bond is on the case, cracking the code on bonds.
When do you need a will? The answer is easy: Right Now.