Limited deduction rubs SALT into taxpayer wounds

February 8, 2019 InvestmentNews by Marc Schoeff Jr.   Financial advisers bear bad news related to the state and local tax deduction that could surprise clients Financial advisers and accountants for people who live in high-tax states will be delivering a difficult message over the next few weeks: You’ll pay more in taxes. The reason for the increase is a …

BB&T, Suntrust merger looks to benefit Charlotte, what about you?

February 7, 2019 WBTV by Bria Bell   CHARLOTTE, NC (WBTV) – Many of you woke up to the news of the BB&T and Suntrust merger and the decision to headquarter in Charlotte. The two companies have not said what the name of the new bank will be. The $66-billion dollar all-stock deal will make the company the sixth largest …

Wharton Business Radio: In The Workplace

October 4, 2018 Wharton Business Radio   Hosts Peter Cappelli and Dan O’Meara are joined by Ann Gugle (Principal, Alpha Financial Advisors, LLC) on the Thursday, October 4, 2018 edition of In the Workplace.   In the Workplace: October 4, 2018

Three Financial Advisers Discuss 2015 Outlook

December 15, 2014 Wall Street Journal by Daisy Maxey How Investors Can Prepare for Increased Volatility and Tax Issues Stocks have enjoyed an unprecedented rally since the end of recession in 2009, but many investors are bracing for an interest-rate hike that could shake U.S. stock and bond markets in 2015. Global turmoil, meanwhile, looks set to continue in the …

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How to Advise Clients on the Expat Experience

October 27, 2016 Wall Street Journal Ann Reilley Gugle was featured in an article addressing the experience of working and living abroad as an expatriate.  Ann is the principal and chief executive of Alpha Financial Advisors in Charlotte, N.C.  *** You can read the full article from The Wall Street Journal, here

Retirees, Go Ahead and Spend a Little (More)

October 3, 2018 Kiplinger’s Personal Finance by Anne Kates Smith Successful savers have prospered by living below their means. Frugality often becomes a preference—sometimes to an excessive degree. It’s no secret that many Americans have not saved enough for retirement. But here’s the flip side of the coin: retirees who don’t spend enough of their savings. A recent study by …

Alpha Financial named to Best Financial Advisors in Charlotte & Asheville, NC for 2018 by AdvisoryHQ

RANKING & REVIEWS BEST ASHEVILLE & CHARLOTTE FINANCIAL ADVISORS 2018 Ranking | How Do You Find a Reputable Financial Advisor in Charlotte or Asheville? Charlotte and Asheville are two areas in North Carolina where wealth is growing quickly, and there is an increasing need for Charlotte wealth management firms and Asheville wealth management firms. Clients need a Charlotte financial advisor …

Individual Investors Wade In as Stocks Soar

March 10, 2017 Wall Street Journal Ann Reilley Gugle was featured in an article addressing how individual investors are handling the US stock market hitting new all-time highs. The article includes insights from a particular client of Alpha Financial.  Ann is the principal and chief executive of Alpha Financial Advisors in Charlotte, N.C.  *** You can read the full article …

Advisers use tax planning as a hook to find more clients

March 9, 2018 InvestmentNews by Jeff Benjamin Most tax professionals will acknowledge that the eight weeks leading up to April 15 is the most exhausting time of year. But some financial advisers are still willing to jump into the grind of tax season because it represents a near-certain gateway to a sturdier and more diversified planning business. “I refer to this time …