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."
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Understanding the economy's cycles can help put current business conditions in better perspective.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
How long does a $20 bill last?
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Life insurance proceeds are generally tax-free. But not in all cases.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your capital gains tax.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much you have the potential to earn during your working years.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
If you died, what would happen to your email archives, social profiles and online accounts?
Do you know these three personal finance sayings?
What does your home really cost?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Agent Jane Bond is on the case, cracking the code on bonds.
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.