Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health
ALPHAFINANCIAL.COM
Money Draining Food Myths
Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
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Put It in a Letter
There are ways to protect your business in the event of your death or the death of a partner.
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Insuring Your Business With a Buy/Sell Agreement
Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments
ALPHAFINANCIAL.COM
Are Alternative Investments Right for You?
There are benefits and limitations when using a living trust. #LivingTrust
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A Living Trust Primer
Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.
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Financial Aid for Students 101
How literate are you when it comes to your finances? Brush up with these five basics.
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The Five Basics of Financial Literacy
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. #IRA
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IRA Withdrawals that Escape the 10% Tax Penalty
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
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Monthly Market Insights | October 2020
Do you know what your #insurance needs are, when you’re married, with children?
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Insurance Needs Assessment: Married With Children
Many college students admit they don't know how much debt they've accumulated. Will your kids be the same?
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Do Your Kids Know The Value of a Silver Spoon?
Should gold be a part of your diversified portfolio?
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Should I Invest in Gold?
Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
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Year-End Charitable Gifting and You
For a small business, the loss of a key person could cause financial hardship.
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Protecting Your Business from the Loss of a Key Person
Concerned about identity theft? Some things to leave at home. #IdentityTheft
ALPHAFINANCIAL.COM
Please Leave Home Without It
The SECURE Act changed more than just retirement accounts; it also may affect students and families. Learn more now.
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Lesser Known Provisions of the SECURE Act
An ILIT could play a role in your estate strategy.
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A Primer on Irrevocable Life Insurance Trusts
Doing some #HomeImprovement? There's one item that most homeowners overlook when undertaking remodeling projects.
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The Most Overlooked Item of Any Home Improvement
Credit Score: A statistical estimation of how likely you are to pay your debts. What's your score?
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How Does Your Credit Score Compare?
Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.
ALPHAFINANCIAL.COM
Financial Aid for Students 101
If you don’t have an #estatestrategy, here’s some reasons why you should.
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Why Everyone Needs an Estate Strategy
You face sequence of returns risk. Know what it is? #investing #investmentrisk
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The Investment Risk No One’s Ever Heard Of
How literate are you when it comes to your finances? Brush up with these five basics.
ALPHAFINANCIAL.COM
The Five Basics of Financial Literacy
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
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What Do Your Taxes Pay For?
Don't overlook healthcare when crafting your retirement strategy.
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Healthy Body, Healthy Pocketbook
In October, stock prices felt increased pressure due to inaction on a second American fiscal stimulus bill and a rise in global COVID-19 cases.
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Monthly Market Insights | November 2020
If you’re a business owner and don’t get BOP’ed, you could be making a huge mistake.
ALPHAFINANCIAL.COM
Stay Safe with a B.O.P. At Your Back
You can help ensure that losing your wallet doesn't turn into something bigger.
ALPHAFINANCIAL.COM
What to Do When You Lose Your Wallet
The $600 #StimulusCheck going out to millions of people can now be individually tracked through the #IRS' "Get My Payment" website, which reopened on Monday afternoon. The site informs people about the date of their payment and whether they will receive it via direct deposit or the mailed payment date.
CBSNEWS.COM
Second stimulus check: How you can track when you'll get your payment
You’re the conductor of your 401k, IRA and taxable savings.
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Orchestrating Your Retirement Accounts
Your chance of being audited by the IRS rises with your income level. Learn more.
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What If You Get Audited?
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
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How to Make the Tax Code Work for You
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
ALPHAFINANCIAL.COM
Monthly Market Insights | January 2021
#2020 was garbage. Fortunately, it’s a #NewYear, which means there’s a fresh chance to get your life on track.
HUFFPOST.COM
11 Money 'Rules' That No Longer Hold True In 2021
What do you need to know in the face of post COVID-19 volatility?
ALPHAFINANCIAL.COM
Pullbacks, Corrections, and Bear Markets
There’s no shortage of investment analysis for anyone interested. What’s important to understand?
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Types of Stock Market Analysis
Findings from a study conducted by the #MIT AgeLab explored what people anticipate doing in #retirement.
FORBES.COM
The Most Overlooked Flaw In Your Retirement Plan And How To Fix It
Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
ALPHAFINANCIAL.COM
Yours, Mine and Ours: Estate Strategies for Second Marriages
Are you overpaying your #taxes? Here’s five overlooked #tax #deductions.
ALPHAFINANCIAL.COM
Five Most Overlooked Tax Deductions
Check out this video on taxes. #IncomeTax
ALPHAFINANCIAL.COM
The Facts About Income Tax
Should gold be a part of your diversified portfolio?
ALPHAFINANCIAL.COM
Should I Invest in Gold?
What it really means once you’re #vaccinated.
MARKETWATCH.COM
I got my COVID-19 vaccination. Now what? Can I get on a plane, or visit my family? Do I still need to wear my mask?
Three important questions to consider before you start taking #SocialSecurity.
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Three Key Questions to Answer Before Taking Social Security
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
ALPHAFINANCIAL.COM
What Is a 1035 Exchange?
“The bottom line is that half of today’s households will not have enough retirement income to maintain their working-years standard of living…” After reading the below article, schedule your Comprehensive Review thru our website and see where you stand.
USATODAY.COM
The pandemic altered financial behaviors for many. Here's what we can expect to change for good.
The #CBO predicts a sooner than expected return to #economic normal.
USATODAY.COM
Economy will return to pre-pandemic output level by mid-2021, sooner than expected, CBO predicts
Does your business have a retirement strategy that fits your short, long-term needs?
ALPHAFINANCIAL.COM
Choosing a Retirement Plan that Fits Your Business
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
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Trends in Charitable Giving
It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
ALPHAFINANCIAL.COM
The Long Run: Women and Retirement
#Americans earning $60,000 should get #StimulusChecks according to the #TreasurySecretary.
INVESTING.COM
U.S. Treasury's Yellen: Americans earning $60,000 should get stimulus checks By Reuters
Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lost, stolen, or damaged card. Read more here:
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Replacing Your Medicare Card
Your #creditscore may impact what you pay for auto and home #insurance.
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Does Your Credit Score Affect Your Insurance Rates?
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
ALPHAFINANCIAL.COM
Monthly Market Insights | February 2021
Americans who receive #SupplementalSecurityIncome or #SocialSecurityDisabilityInsurance should be aware of the relationship between those benefits and the third round of government #stimulus. While the rules determining your eligibility for a third stimulus check should be similar to the first two checks, there may changes to eligibility requirements, income limits, and benefit amount.
CNET.COM
Stimulus checks and SSI, SSDI: Third payment changes, how to claim money and more
Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
ALPHAFINANCIAL.COM
9 Facts About Social Security
As complex as the details of taxes can be, the income tax process is fairly straightforward.
ALPHAFINANCIAL.COM
How Income Taxes Work
Don't Forget! Valentine's Day is this Sunday. Here is your reminder to grab your loved one a card and some sweet treats!
With increasing wealth comes unique financial challenges.
ALPHAFINANCIAL.COM
Investment Challenges of the Affluent Investor
Social Security: Retirement's main source of income or monthly bonus? You decide. #SocialSecurity
ALPHAFINANCIAL.COM
Perception vs. Reality
#Oil and $GasPrices continue to climb as frigid wintry weather choked off wells and #refineries and shut-in #NaturalGas production in Texas and Oklahoma and left millions of people without power.
FOXBUSINESS.COM
Oil, gas prices jump as deep freeze paralyzes Texas
How much is enough for your emergency fund?
ALPHAFINANCIAL.COM
Your Emergency Fund: How Much Is Enough?
Americans who receive #SupplementalSecurityIncome or #SocialSecurityDisabilityInsurance should be aware of the relationship between those benefits and the third round of government #stimulus. While the rules determining your eligibility for a third stimulus check should be similar to the first two checks, there may changes to eligibility requirements, income limits, and benefit amount.
CNET.COM
Stimulus checks and SSI, SSDI: Third payment changes, how to claim money and more
Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
ALPHAFINANCIAL.COM
9 Facts About Social Security
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
ALPHAFINANCIAL.COM
Red Flags for Tax Auditors
With increasing wealth comes unique financial challenges.
ALPHAFINANCIAL.COM
Investment Challenges of the Affluent Investor
Social Security: Retirement's main source of income or monthly bonus? You decide. #SocialSecurity
ALPHAFINANCIAL.COM
Perception vs. Reality
Could your portfolio benefit from a zero-coupon bond?
ALPHAFINANCIAL.COM
The ABCs of Zero Coupon Bonds
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
ALPHAFINANCIAL.COM
Monthly Market Insights | March 2021
More than 72% of #K-12Students now attend #schools that offer in-person or hybrid learning models.
AXIOS.COM
More schools are reopening in the U.S.
Are you overpaying your #taxes? Here’s five overlooked #tax #deductions.
ALPHAFINANCIAL.COM
Five Most Overlooked Tax Deductions
Should gold be a part of your diversified portfolio?
ALPHAFINANCIAL.COM
Should I Invest in Gold?
The #DowJonesIndustrialAverage moved past its new milestone: 32,000 in what may be one of the strongest signs the #U.S.Economy is truly on a #Post-PandemicRecovery track.
FOXBUSINESS.COM
Dow 32,000 and the stocks powering the run
D&O #insurance can be a risk management tool for small businesses, non-profits and educational institutions.
ALPHAFINANCIAL.COM
Directors and Officers Liability Insurance
Retiring? Remaining flexible may help you meet the challenges of uncertainty.
ALPHAFINANCIAL.COM
Certain Uncertainties in Retirement
Could your portfolio benefit from a zero-coupon bond?
ALPHAFINANCIAL.COM
The ABCs of Zero Coupon Bonds
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
ALPHAFINANCIAL.COM
Monthly Market Insights | March 2021
Sector investing may present an opportunity — if you do your homework. #investing
ALPHAFINANCIAL.COM
The Utility of Sector Investing
Wishing your day is filled with a bit of Irish luck and good fortune!
What every parent needs to know about insuring his or her #teen #driver. #insurance
ALPHAFINANCIAL.COM
Buying Auto Insurance For Teen Drivers
Money started wiring to Americans, and #StimulusChecks went in the mail from the #IRS this weekend. Here is what you can do if you don’t see any money in your account yet.
OREGONLIVE.COM
What to do if you don’t see the stimulus deposit in your bank account this weekend
Business owners should consider a succession plan sooner rather than later.
ALPHAFINANCIAL.COM
Succeeding at Business Succession
The #DowJonesIndustrialAverage moved past its new milestone: 32,000 in what may be one of the strongest signs the #U.S.Economy is truly on a #Post-PandemicRecovery track.
FOXBUSINESS.COM
Dow 32,000 and the stocks powering the run
Investors will be watching joint testimony to Congress by Federal Reserve chairman Jerome Powell and Treasury Secretary Janet Yellen on Tuesday and Wednesday amid concerns over how much further the recent surge in treasury yields can run.
INVESTING.COM
Top 5 Things to Watch in Markets in the Week Ahead By Investing.com
Learn more about whether you need to pay estimated taxes.
ALPHAFINANCIAL.COM
You May Need to Make Estimated Tax Payments If…
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
ALPHAFINANCIAL.COM
What Is a 1035 Exchange?
Sector investing may present an opportunity — if you do your homework. #investing
ALPHAFINANCIAL.COM
The Utility of Sector Investing
Wishing your day is filled with a bit of Irish luck and good fortune!
Join Ahola for an informative webinar on the American Rescue Plan Act, the newest COVID-19 stimulus package signed into law in March 2021. Explore the ARPA and changes to Tax Credits, Sick and Family Leaves, Unemployment, and more.
Register: https://zoom.us/webinar/register/WN_F2XtMJhVRMaEyuZBO31wUA
When the rules of the game change, tactics should follow in response to the new landscape.
ALPHAFINANCIAL.COM
Revising Estate Strategy Assumptions
U.S. Service Members should consider taking advantage of programs that are available. #MilitaryFamilies
ALPHAFINANCIAL.COM
Personal Finance Tips for Military Families
Investors will be watching joint testimony to Congress by Federal Reserve chairman Jerome Powell and Treasury Secretary Janet Yellen on Tuesday and Wednesday amid concerns over how much further the recent surge in treasury yields can run.
INVESTING.COM
Top 5 Things to Watch in Markets in the Week Ahead By Investing.com
Learn more about whether you need to pay estimated taxes.
ALPHAFINANCIAL.COM
You May Need to Make Estimated Tax Payments If…
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
ALPHAFINANCIAL.COM
What Is a 1035 Exchange?
