- Happy Thanksgiving!
- Five Year-End Tax Planning Considerations
- Can You Get to a Million Dollars?
- Long-Term Care Planning is Important for Women
- Ask the Experts -
- Does the federal financial aid formula count all parental assets?
- How are 529 plans treated for federal financial aid purposes?
Resource Center
Recent Newsletters
-
-
- 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?
-
- 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?
-
- 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?
-
- 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?
-
- 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?
-
- 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)?
-
- 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?
-
- 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?
-
- 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?
-
- 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!
-
- 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
-
2008 Newsletter - 2
-
2008 Newsletter - 1
-
2007 Newsletter - 4
-
2007 Newsletter - 3
-
2007 Newsletter - 2
-
2007 Newsletter - 1
-
2006 Newsletter - 4
-
2006 Newsletter - 3
-
2006 Newsletter - 2
-
2006 Newsletter - 1
-
2005 Newsletter - 4
-
2005 Newsletter - 3
-
2005 Newsltter - 2
-
2005 Newsletter - 1
-
2004 Newsletter - 4
-
2004 Newsletter - 3
-
2004 Newsletter - 2
-
2004 Newsletter - 1
-
2003 Newsletter - 4
-
2003 Newsletter - 3
-
Summertime Reading
-
2003 Newsletter - 1
Resource Partners
-
CONTINUED SLOW GROWTH
- Forecasting Index Rising Again
- Consumers Boost Current Growth
- U.S. Economy Continues in Slow-Growth Mode
- Forecasting Index Increases Again
-
- Financial Planning at My Age?
- Financial Fiascos Every Young Couple with Debt Should Avoid
- What Are The Experts Saying?
- Social Security's Online Benefits Estimating Tool
- What Financial Planning Can Do For You
-
- MORE OF SAME: SLOW GROWTH.
- Forcasting Index Shows More Life
- Recent Growth Slips
- National Growth Slows To A Crawl
- Forecasting Index Gains Ground
-
- Standard & Poor's Downgrade
- Stocks Retreat
- What Does It Mean?
- Stay Calm
- Buying Opportunity for Stocks?
- Are Treasuries OK?
- Double-Dip Recession?
- Keeping Perspective
- Silver Lining In The Clouds
- Control Your Risk
- What Else Can you Do?
Financial Planning
-
THE RETIREMENT DILEMMA -- WILL I HAVE ENOUGH MONEY?
Many clients started relationships with Alpha after their children were settled in college and they became concerned about their retirement issues.
Investments
-
Performance reports often give the "time-weighted return" as one of the many ways to report how the investments are faring. This report is intended to add clarity to the reports.
-
Most fiduciaries of 401(k) plans have a service provider that in some way gives assistance to them concerning plan investment options. Some acknowledge their fiduciary responsibilities; some don't. Does yours?
-
Mike Goodson of RDL Financial writes an entertaining parable comparing the plight of investors to Dorothy's travels in the Wizard of Oz.
Goals and Values
-
One of our primary objectives in the financial planning process is to create a better alignment between your resources and what is most important to you. This cannot happen, of course, unless we know your values. Bringing your financial worth in harmony with your self-worth may take time, but this is a way to begin.
-
Goals give direction to our life. Before you begin the goal setting process, reflect first on what's working well -- include progress, success, insights, completions over the last few months. Do not limit yourself to financial goals. Consider all the areas of your life: personal, professional, balance, free-time, priceless rewards.
The "Tools for Setting Goals" will help us set SMART financial goals:
- S - Specific
- M - Measurable
- A - Achievable
- R- Realistic
- T- Time-Bound
