- Summer is ending. Great time for tax planning!
- Alpha News & Events -
- Chase is selected for Leadership Savannah Program 2011-2012
- Conversation Circles Fall sessions set to begin
- New website launched!
- Portability of Basic Exclusion Amount between Spouses
- All About Indices
- Ask the Experts -
- What happens to my online accounts when I die?
- How do I include my cyber assets in my estate plan?
Archived Newsletters
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- Welcome our newest team member - Tiffany M. Daniels
- Alpha News & Events - Rethinking Risk
- Estate Tax Exemption is Portable (for Now)
- Don't Be Nickeled-and-Dimed by Account Fees
- Ask the Experts -
- Can I make charitable contributions from my IRA?
- Can I name a charity as beneficiary of my IRA?
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- Welcome our newest team member: Corrine Gray-Reedy
- 1040 Tax Tips
- Estate Tax Update
- First Milestones Mark Need for Financial Advice
- Ask the Experts –
- Understanding the math of recovering from losses
- Are you sabotaging your own portfolio?
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- Happy Thanksgiving!
- Portfolio Endurance
- They're Baaack: RMDs for 2010
- Year-End Investment Planning Is More Challenging in 2010
- Ask the Experts -
- Does homeowners insurance cover personal liability?
- Will my homeowners insurance cover tree damage?
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- Alpha News & Events - Autumn and Chase attended NAPFA Core Competency conference in Atlanta in July
- What You Should Know about Inherited IRAs
- Social Security: File-and-Suspend for Higher Benefits
- Returning to Work After You've Retired
- Ask the Experts -
- My child got a scholarship for college. Is it taxable?
- How will a college scholarship affect my child's 529 plan?
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- Alpha News & Events - Autumn and Chase attended Dimensional Fund Advisors conferences in Atlanta and Austin TX
- How Will the Health-Care Bill Help You This Year?
- Returning to Work After You've Retired
- Tax Benefits of Conservation Easements
- Ask the Experts -
- I started a business that lost money this year. Do I have a net operating loss (NOL)?
- Is it too late to take advantage of the special 2009 net operating loss (NOL)?
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- Welcome our newest team member - R. Chase Mouchet
- The Stock-Bond Decision
- Retirement: Does Your Withdrawal Strategy Need a Second Look?
- Pros and Cons of Children's Life Insurance
- Ask the Experts -
- What can affect the cost of homeowners insurance?
- How can I reduce the cost of my homeowners insurance?
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- Alpha News & Events - CE Presentation: Defining a Global Fiduciary Standard of Excellence
- Roth IRA Conversions in 2010: Goodbye, Income Limits!
- Is It a Good Time to Buy a New Car?
- Ask the Experts -
- What health insurance options do college students have?
- Can a students health insurance be cancelled during a medically necessary leave of absence?
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- Alpha News & Events -
- Two products. One vision. Advisor Workstation.
- Alpha Qualifies for MD Preferred Financial Advisor Network
- Retiring Early? Don't Forget about Health Insurance
- Getting to Yes Despite Investing Differences
- Ask the Experts -
- What tax credits are available for making homes more energy efficient?
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- College Education Funding
- Alpha News & Events -
- AFM Website For the Kids: Money & Youth
- Iris Awarded the ACCREDITED INVESTEMENT FIDUCIARY® designation
- 15th Year Celebration
- Congratulations to our COO, Autumn!
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- Is Your Business Integrated With Your Personal Finances?
- Consider Automatically Enrolling Employees In Your 401(k) to Make Your Plan Less Burdensome
- Alpha News & Events -
- AFM Seminars - Planning Income For Life
- AFM Seminars - 401(k) More Benefits and Less Liability
- The Financial Planning Association
- AFM 15th Year Celebration
- January - ACCION Microfinance
- February - YMCA of Coastal Georgia
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Alpha Offers an Abundance Strategy
- Alpha News & Events
- Alpha launches a new website
- Alpha Strategic Planning Retreat
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- Alpha Financial Management Fiduciary Oath
- Alpha New Staff
- Kimberly Good
- Autumn Certo
- Teaching Children Obligations of Wealth
- Alpha News & Events
- Vicki Manibusan Celebrates! – Leadership Savannah ’07-’08 graduation and 10 Year Anniversary at Alpha
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- What is a Trust? Types of Trusts and Why us a Trust?
- Alpha News & Events
- Vanessa Hall – Administrative Manager
- Nicole Dial – Operations Manager
- Iris participates in NAPFA’s South Region Conference
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- Estate Tax Update
- What’s In A Name?
- A History Lesson: The Estate Tax and War, 1797 to 2007
- Alpha News & Events
- Iris is featured in a new book, Magnificent Masters In Financial Services by Ginger Cockerman and Diane Dixon
- Iris is quoted in a Dow Jones News Wire article titled, Practice Management: The Power of Peer Advisory Groups
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- Tax Planning Making It Easier Next Year
- Tax Organizer
- Alpha News & Events
- Erin Retter
- Alpha Interns from AASU – Callie Beavers & Kassy McBurney
- Iris presented “Intelligent Communication” at NAPFA’s National Conference
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- Help Your Parents, Help Yourself
- Alpha News & Events
- Iris is featured in the February issue of Financial Advisor
- Iris and Vicki hosted the NAPFA Study Group on January 19th
- Frank Manibusan attended Technology Tools for Today Conference and ProTracker Advantage Conference in Miami Beach
- Savannah Music Festival
- What is a Fiduciary?
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- Growth vs. Value: What’s the Difference?
- Alpha News & Events
- Iris presented at the NAPFA South Region Conference
- Congratulations to Vicki on obtaining the Chartered Advisor for Senior Living designation
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- Coping with Identity Theft
- Will You Outlive Your Money?
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- Vicki Manibusan named Small Business Chamber’s Janice Gantt Small Business Champion
- Alpha New Staff
- Shasha Binns – Paraplanner, Compliance Officer
- Barbara Rogers – Administrative Assistant
- Kristy Joanne Gierke - Intern
- Alpha News & Events
- Iris attended the NAPFA National Conference in Grapevine, Texas
- Iris attended the National Advisors Trust Conference in Bonita Springs, Florida
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- Alpha proudly announces that Vicki Manibusan obtained the Certified Financial Planner® Professional Designation November 18, 2005
- Understanding Personal Tax Credits
- Standard Mileage Rates for 2006
- Alpha News & Events
- Iris and Vicki attended the NAPFA Study Group in Columbia , South Carolina in January
- Frank Manibusan was recently promoted to Administrative Manager
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- Medicare Prescription Drug Coverage
- Alpha News & Events
- Iris Is An Ironman!
- Greetings from Brett Connor, Administration Assistant
- Vicki gets published in the November issue of SKIRT Magazine
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- Alpha proudly announces that Vicki Manibusan obtained the Chartered Financial Consultant® Professional Designation July 1, 2005
- How You Can Qualify for a Hybrid Car Tax Break
- Alpha Participates in the National Jump-Start Your College Saving Days Hotline August 26, 2005
- Defining Financial Planning – Alpha Financial Management’s Philosophy
- Alpha News & Events
- Great Phrases to Encourage the Children in Your Life
- NAPFA Study Group Convenes in Savannah July 22, 2005
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- It’s Your Credit, Take Good Care of It
- Alpha News & Events
- Greetings from Kyle Galecki – Intern
- For Peace of Mind, Draft Your Living Will
- The Value of Advice
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- Not Saving Enough for Retirement? Maybe It’s Time to Play a Little Catch-Up
- Alpha News & Events
- Thlathia Youmans welcomes a baby girl on January 29th
- Vicki Manibusan successfully completed a course on Financial Decision Making in Retirement
- NAPFA Study Group Convenes in Savannah
- Iris is quoted in the December Georgia Trend, The Magazine of Georiga Business and Politics in an article titled “Safety Net, Analysis, Diversification and Dreams”
- How Long Should I Keep My Tax Records?
- Alpha Seminars – March 22, 2005
- Investing in Retirement
- A Workshop for Widows
- Four Steps to Financial Security for Lesbian and Gay Couples
- Individuals Serving in a Combat Zone – Tax Filing Deadline
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- Year End Tax Planning
- Alpha News & Events
- Iris is serving on the 2004 United Way Campaign Cabinet
- From Iris’ Journal
- Online Banking – How to Manage Your Finances More Efficiently
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- Do Right By Your Family
- How Much Can I Expect from Social Security When I Retire?
- Will Inflation Take the Air out of Your Retirement Dollars?
- Alpha News & Events
- Iris is serving on the 2004 United Way Campaign Cabinet
- Iris leaves for Hawaii on October 6 to compete in the 2004 Ironman Triathlon World Championship
- Congratulations to Thlathia Youmans on her Marriage to Marquise JEtter on August 21st
- Vicki Manibusan was elected President of the American Business Women’s Association (ABWA) Express Network Savannah Chapter
- Greetings from Frank Manibusan – Administrative Assistant
- Alpha Seminars – October & November
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- International Triathlon Union 2004 World Championship
- Analyzing Cash Flow Can Put You in Control of Your Destiny
- Alpha News & Events
- Vicki attended the National Advisors Trust mid-year conference in Atlanta, Georgia May 5-7
- Greetings from Carolyne Graham – Administrative Assistant
- Greetings from Matt Tincknell – Summer Intern
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- Using an Ethical Will to Pass on the Treasures of your Heart
- Alpha Seminars
- Four Steps to Financial Security for Lesbian and Gay Couples
- Parent University – Educating Yourself about Education Funding
- Alpha News & Events
- Vicki hosted “Smooth Jazz” on 98.3 in Mobile, Alabama on February 22
- Iris attended the 2004 Advanced Planners Conference in Charleston, South Carolina on February 26-29
- Iris is on track for the World Triathlon Championship on Madeira Island, Portugal
- Vicki presented “A Change of Season” to the ABWA Express Network in January
- Georgia Commissioner Offers Residents Severe Weather Tips
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- Beware the AMT
- Dollar Cost Averaging
- From Plastic to Plaster: Paying off credit card debt with home equity financing
- Ask the Experts
- Why Can’t I Carry Over Money In My Flexible Spending Account from Year to Year?
- Alpha News & Events
- Alpha Investment Commentary
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- National Financial Planning Week – October 6-12, 2003
- Changing Your Financial Situation: The Whole Story
- Alpha News & Events
- Alpha is creating new marketing materials
- Alpha is updating our website
- Here’s the 411 on How to Prevent Fraud
- Alpha’s Investment Commentary
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- Alpha Joins National Advisors Trust
- Alpha New Staff
- Thlathia D. Youmans
- Emily Adams – Intern
- Alpha News & Events
- Spending In Retirement Seminar
- SUMMERTIME – A Time For The Fun Side of Learning
- Alpha's Investment Commentary
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- Estate Executor Duties Ahead
- The Economy is Stronger Than You Think
- Alpha News & Events
- Iris will speak at the February meeting of the Savannah Chapter of Certified Public Accountants
- Vicki and Iris attended the NAPFA Study Group in Columbia, South Carolina
- Iris joined the Economics Advisory Board at AASU
- Congratulations to Vicki on 5 Years at Alpha
- Alpha's Investment Commentary
