Financial Planning Articles with contributions from Alpha
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 …
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 …
March 5, 2018 Crescent-News by Janet Kidd-Stewart Tribune News Service (TNS) Airline workers have the best 401(k) retirement plans, a new study claims, but that’s little comfort to Capt. Mike Burr, a 60-year-old American Airlines pilot still on the job after years of contract concessions, pay cuts, a pension freeze and a 2011 bankruptcy filing. Delta, American, United and …
January 26, 2018 NBC News by Ben Popken Homeowners in areas with high state and local property taxes are hopping mad after the new federal tax bill passed — and now Democratic governors in some of those states are fighting back. New Jersey and Connecticut joined New York in suing the federal government over the new GOP-led tax overhaul plan …
December 11, 2017 FinancialPlanning by James Thorne When Sara Stanich was pregnant for the first time, her unborn child already had a college savings account. Stanich had received a gift from her in-laws and wanted to put the money toward college savings. She looked at the rules for 529 accounts, which allow for tax-free growth on savings for qualified higher …
July 26, 2017 Wall Street Journal by Jason Zweig, Anne Tergesen, and Andrea Fuller Ann Gugle of Alpha Financial Advisors contributed to this article that appeared in the Wall Street Journal. To read the entire article, please go to: https://www.wsj.com/articles/talk-is-cheap-automation-takes-aim-at-financial-advisersand-their-fees-1501099600
June 14, 2017 Money Magazine by Kerri Anne Renzulli Love knows no age, right? Maybe that’s why 5% of first marriages and 20% of remarriages are between individuals with a difference of 10 years or more in their ages, according to Pew Research Center. And with remarriages on the rise, we can expect to see more unions that look like those of President …
March 20, 2017 Investor’s Business Daily by Donald Jay Korn Most people who contribute to health savings accounts are setting aside tax-free money to use for medical expenses as they arise. But a growing number of HSA members can afford to invest contributions in stocks, mutual funds and other investment vehicles. According to the 2016 Year-End Devenir HSA Research Report, …
February 13, 2017 Magnify Money by Katie Tiller The Dodd-Frank Wall Street Reform and Consumer Protection Act has been seen by many as legislation that helped dig the American economy out of the Great Recession by putting strict limitations on banks. Banks had to rein in their high-risk mortgage practices and meet stricter lending requirements. President Donald Trump has begun …
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
