Thanksgiving is not only a time for turkey and pumpkin pie but also an opportunity to reflect on the bonds that tie us together. In the...

Find out what Tax Loss Harvesting is and how it can save you on taxes!

Sometimes missed opportunities are a blessing in disguise.

I turn 65 next year and the “Advantage vs. Traditional” Medicare decision is becoming more personal. It will be time to put my money...

Send this article if you know a high school senior who hasn't thought about college debt. https://wapo.st/3s03gT6

Reasons for choosing Original Medicare over Medicare Advantage Doctor choice Medicare Advantage approves or rejects your visit to a...

Recent headlines are filled with unsettling news and images coming out of Israel, but before you make any hasty decisions with your money...

Alpha employees volunteering in the community

Can I post a link for a "gift" article? Let's see. Weather events need to be part of your financial plan. Check your coverages. Have some...

There are stocks out there that pay dividends in excess of 10%! Is this too good to be true?? Should you buy these stocks? Watch the...

Here we go again. I wrote a blog back on May 27th, 2023 expressing my opinion that the debt ceiling showdown was going to be solved and...

Bonds are thought to be safe investments. Or, safer than stocks, at least. (How we measure risk is all subjective, so I will bow out of...

For those of you that needed a reminder why to not try and time the market--here it is. Speaking for myself here, I like holding small...

Laws change. Goals change. Strategies change. That's why we work with our clients on an ongoing basis--as your life and the world around...

Do you need a plan in case of dementia or cognitive decline? How would you be cared for? How would your assets be protected from bad...

There isn't an exact formula to follow to calculate how much life insurance coverage you need. I like to ask clients these questions to...

There are two main types of life insurance: term and whole. Term Life Insurance Coverage Period: Term life insurance provides coverage...

1031 exchanges are great for pushing out some capital gains into your retirement years, but interest rates and property values are pretty...

Life Insurance: Do you need it?

Small business retirement plan comparison.