How to Cut Your Social Security Taxes

June 2023 Kiplinger.com by Sandra Block   Ann Reilley (Gugle) of Alpha Financial Advisors contributed to this article that appeared on Kiplinger.com. To read the article, please go to: https://www.kiplinger.com/retirement/how-to-cut-your-social-security-taxes   An excerpt from the article is below: How to pay taxes on your benefits Once you determine that you’ll owe taxes on a portion of your Social Security benefits, …

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

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

How to Find the Right Financial Adviser for You and Your Money

July 20, 2016 Kiplinger’s Personal Finance by Lisa Gerstner & Kimberly Lankford Financial advisers come in a confusing array of professional designations, with different fee structures and areas of expertise. Americans aren’t making the grade when it comes to managing their finances—or at least they don’t think they are. On average, U.S. households give themselves a C+ on their ability …