How to Downsize Your RMDs

October 3, 2019 Kiplinger Magazine by Miriam Cross     Ann Reilley (Gugle) of Alpha Financial Advisors contributed to this article that appeared in Kiplinger Magazine. The original article can be found at:  https://www.kiplinger.com/article/retirement/T045-C000-S002-how-to-downsize-your-rmds.html

Wharton Business Radio: In The Workplace

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

Retirees, Go Ahead and Spend a Little (More)

October 3, 2018 Kiplinger’s Personal Finance by Anne Kates Smith Ann Reilley (Gugle) of Alpha Financial Advisors contributed to this article that appeared on Kiplinger’s Personal Finance. To read the full article, please go to: https://www.kiplinger.com/article/spending/T031-C023-S002-how-frugal-retirement-savers-can-spend-wisely.html

Devising a Tax Strategy After the Paycheck Is No More

March 4, 2016 The New York Times by Tara Siegel Bernard Ann Reilley (Gugle) of Alpha Financial Advisors contributed to this article that appeared on The New York Times. You can find the original New York Times article at: http://www.nytimes.com/2016/03/05/your-money/devising-a-tax-strategy-after-the-paycheck-is-no-more.html

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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

Financial Planners Teaching Clients There’s More to Money Than Stock Returns

March 6, 2019 TheStreet by Scott Van Voorhis Clients of financial planners remain focused on portfolio returns, even though there are big value adds elsewhere. John Gugle contributed to this article during his time with Alpha Financial Advisors, which can be found at: https://www.thestreet.com/personal-finance/financial-planners-teaching-clients-there-s-more-to-money-than-stock-returns-14889275

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 Ann Reilley (Gugle) of Alpha Financial Advisors contributed to this article that appeared on The Wall Street Journal. Ms. Maxey is a reporter for The Wall Street Journal in New York. She can be reached at [email protected]. http://www.wsj.com/articles/three-financial-advisers-discuss-the-year-ahead-1418619054