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120 Stony Point Road
Suite 215
Santa Rosa, CA 95401

707.524.7523
mattf@alphawmp.com

350 Ignacio Boulevard
Suite 105
Novato, CA 94949

415.506.4569
andreij@alphawmp.com

Click the picture to discover the Alpha Advantage! How do you manage your financial goals? Women and Retirement

         

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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."

Helpful Content

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Understanding Long-Term Care

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

Should You Invest in Exchange Traded Funds?

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

 

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

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