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Tuesday, May 20, 2025

Do you have a plan in place to manage business risk? Even the best-laid plans are subject to uncontrollable forces, such as changing economic and financial markets, new tax legislation, or your industry’s unique competitive and...

Tuesday, May 13, 2025

As a business owner, you’re always on the lookout for tax strategies. One opportunity that often goes underutilized is the tax advantages offered by a well-structured 401(k) plan. Beyond its role in securing the future of your...

Tuesday, April 1, 2025

In this day and age, we can all admit to having been “influenced” into something based on advertisements and social media. New clothes for an upcoming special occasion A Helpful kitchen gadget as seen on TV Random accessory or...

Tuesday, April 1, 2025

In today’s discourse about how to build wealth, a common refrain often emerges: It’s not possible nowadays. With riding housing costs and inflation affecting from utility bills to daily essentials, setting aside extra savings may seem...

Tuesday, April 1, 2025

April is Financial Literacy Month! We want to help you grow your knowledge by focusing on two major ways you can strengthen your financial future: Estate Planning Maximizing Income Creating a Comprehensive Estate Plan You know you need...

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Tuesday, March 11, 2025

“Be fearful when others are greedy and greedy when others are fearful” is one of my favorite quotes by Warren Buffett. His words of wisdom encourage investors to be contrarian. He challenges investors to “go against the grain” when...

Tuesday, March 11, 2025

March is Women’s History Month, and on March 8th, we celebrate International Women’s Day. What better way to recognize and celebrate the incredible women in our lives and Alpha Network than to debunk a common money myth: that investing...

Tuesday, March 11, 2025

Are you making the most of Super-Catch Up Contributions? The SECURE Act 2.0 has introduced catch-up contribution choices for those aged 50+, designed to help boost your retirement savings. These enhanced catch-up provisions are...

Friday, February 21, 2025

The big question: Do I have enough saved for retirement? A recent study showed that 68% of workers feel confident they will have enough money to live comfortably in retirement, meaning plenty of people (32%) feel uncertain about...

Wednesday, January 29, 2025

In the market - The latest Reuters poll of 500 economists reveals an encouraging outlook: global economic growth is expected to maintain a solid 3.1% pace this year, with a projected 3% for 2025. This marks a significant upgrade from...

Wednesday, January 29, 2025

In 2024, we all experienced inflation in different ways. Some felt it at the grocery store, others while traveling, or when dining out. In large part, that's because our personal economic choices dictated at least part of our...

Sunday, December 1, 2024

Even if your income exceeds the limit, there are still ways for you to contribute to a coveted Roth account. If there was a popularity contest in the world of retirement accounts, the Roth IRA would be claiming the crown. Although...

Sunday, December 1, 2024

The holiday season is a time for giving, and considering how to leverage your charitable contributions can be a fulfilling endeavor. Qualified Charitable Distributions (QCDs) can offer an opportunity to support your favorite causes and...

Sunday, December 1, 2024

The Internal Revenue Service released the updated income tax brackets, standard deduction, and retirement contribution limits for the 2025 tax year. While these changes won’t impact you for some time, it may benefit you to start...

Tuesday, November 5, 2024

Investment management isn’t a “one-and-done” proposition. Instead, it’s an interactive roadmap to your financial future and should reflect your changing goals, priorities, and life circumstances. Join us as we count down to 2025 with...

Friday, November 1, 2024

RMD's can be tricky, so we’re helping you learn where to start when it comes to a key piece in the retirement puzzle.Year-end is a critical time for retirees who are subject to required minimum distributions (RMDs) from their qualified...

Friday, November 1, 2024

It’s not too late to get a handle on spending. Begin with these tips: Develop a holiday spending budget— Whether you plan to travel, host or attend holiday parties, shop for friends and family members, or all the above, a budget is...

Tuesday, October 1, 2024

October is financial planning month! Do you have what you need to feel confident about planning your present & future? Life changes are an inevitability - make sure you’re adjusting your financial plan accordingly! We’ve put together a...

Tuesday, October 1, 2024

Debt, whether from student loans, home loans, or lines of credit, is more common than you think. Let’s talk about ways to address debt & the stigma surrounding it. When they think about saving and investing, most people’s minds...

Tuesday, October 1, 2024

Market volatility is part of the investing process. More than 7 times a year, investors should expect pullbacks of 3 percent and, at least once a year(since 1928), investors should be prepared for a 10 percent correction. When viewed...

Tuesday, August 20, 2024

If you like the sound of “automated savings” that can help you live the retirement lifestyle you deserve, here are 5 more reasons to contribute to your 401(k). September 6th is National 401(k) Day! One of your most impactful...

Tuesday, August 20, 2024

Tax planning is more than completing and filing your state & federal taxes. Check out our tips for saving on your 2024 taxes before year’s end: Everybody wants to save on their taxes. If you think tax-saving strategies are too...

Tuesday, August 20, 2024

It’s time for your life insurance checkup! September is National Life Insurance Awareness Month, so it’s a great time to review your coverage. If you don’t have life insurance, you’re not alone. Life insurance is one of those “someday”...

Thursday, August 8, 2024

Set the Standard: Charitable Giving Setting a strong foundation of giving is our final podium-worthy strategy of the series. It may seem counterintuitive, but one of the best ways to maintain wealth may be to give some of it away. The...

Tuesday, August 6, 2024

Clear the hurdles of complex tax strategy: Going for gold in your personal wealth journey doesn't come without challenges, and clearing the hurdles to building and maintaining wealth starts with a comprehensive tax strategy that...

Friday, August 2, 2024

Next up in our Gold Medal Finance Series, we're discussing how to perfect your investment routine! Let's talk about how to create a winning strategy with customization . . .Is your wealth reaching its full potential? As an investor...

Tuesday, July 30, 2024

We're diving into our Gold Medal Finance Series this week! First off the blocks is . . . Establishing your Legacy! Trust & Estate Services - You’ve spent years navigating the waters of building and protecting your wealth. Now it’s...

Thursday, July 25, 2024

Now that the year is halfway through, it’s a wonderful opportunity to check in with your goals, health, finances, and more. Most people start the year out strong with goals and resolutions to carry them through the new year, but...

Thursday, July 25, 2024

It adds up! Surveys reveal parents of K-12 students will spend an average of $541 on back to school shopping during the month of August. . . . Back to school season is right around the corner, and with the anticipation your child...

Thursday, July 25, 2024

College student in your household? Consider this . . . The SECURE Act 2.0 created a provision to allow people to rollover unused funds from a 529 college savings account to a Roth IRA. Starting in 2024, beneficiaries of 529 college...

Tuesday, July 2, 2024

Earlier this spring, our team hosted an event reviewing planning and strategy for long term care. Below are some take-aways to consider in the process: Healthcare Costs Pose Risk - As healthcare costs continue to rise—a recent study...

Friday, June 28, 2024

Protect yourself from pesky travel scams this summer

Thursday, June 27, 2024

Start practicing healthy financial habits with your children

Thursday, August 10, 2023

Monday, July 10, 2023