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."
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
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.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Why have the markets been so volatile recently?
Five creative (and inexpensive) ideas for motivating your employees.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Do your insurance needs stay the same when the nest empties?
Assess how many days you'll work to pay your federal tax liability.
Estimate your monthly and annual income from various IRA types.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the total cost in today's dollars of various mortgage alternatives.
Determine if you are eligible to contribute to a traditional or Roth IRA.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
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
Learn how to harness the power of compound interest for your investments.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Women must be ready to spend, on average, more years in retirement than men.