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2026 IRS Contribution Limits and Key Changes to Retirement & Investment Accounts
The IRS has released the official 2026 IRS contribution limits, along with updates to retirement plans, HSAs, Roth IRA eligibility, IRA deductions, and Medicare IRMAA brackets. These changes can have a meaningful impact on long-term financial planning, tax strategy, and investment decisions. Below is a clean, comprehensive breakdown of all the key numbers investors need to know for 2026. 2026 Retirement Account Contribution Limits (Updated IRS Guidelines) Account Type 2025 Li
Wayne Jordan
3 days ago
This Thanksgiving, Give Your Loved Ones the Gift They'll Be Most Grateful For: Peace of Mind
This Thanksgiving, consider giving the people you love the lasting gift of estate planning — clarity, protection, and peace for the future. Thanksgiving is more than turkey and pie — it’s time spent with those we love most. It’s a moment when we pause, count our blessings, and reflect on what matters. This year, as you gather around the table, consider one of the most meaningful gifts you could leave your family: an estate planning strategy . Not a financial forecast or inves
Wayne Jordan
Nov 26
Happy Veterans Day from Alpha Financial Management
Happy Veterans Day to all my fellow veterans out there! Whether you’re a recent veteran or have been out of the military for decades — thank you for your service. Even if you’re not a veteran, this is still worth a read since odds are you know someone who is. For my first blog, I wanted to highlight VA benefits — both well-known and lesser-known — that can have a big impact on your financial and personal well-being. 2026 Cost-of-Living Adjustment (COLA) The 2026 Cost-of-Liv
Gordon Russ
Nov 11
Year End Charitable Giving Strategies to Maximize Your Impact (and Tax Savings)
As the holidays approach, many people look for meaningful ways to give back — and smart ways to finish the year on a strong financial note.The good news? With the right year end charitable giving strategies , you can do both. Whether you’re donating cash, appreciated assets, or through a donor-advised fund, thoughtful planning before December 31 can make your generosity go further — for both your favorite causes and your financial goals. Donate Appreciated Assets Instead of C
Molly Jordan
Oct 28
From IBM to the Magnificent 7: Why Market Leaders Don’t Stay on Top Forever
Every generation has its market giants, companies that seem unstoppable. For decades, IBM held that title. Today, the spotlight shines on the so-called “Magnificent 7”: Apple, Microsoft, Nvidia, Amazon, Alphabet, Meta, and Tesla. But history reminds us that even the strongest companies can lose their edge over time. In this video, we look at how IBM’s long, gradual decline offers a lesson for investors who might be tempted to concentrate too heavily in today’s market leaders.
Wayne Jordan
Oct 22
How the Market Reacts to a Government Shutdown
Here’s why we as investors don’t react to a government shutdown. History shows the market reaction to government shutdowns is usually...
Michael Dayoub
Oct 9
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