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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
3 hours ago
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
Government Shutdown Stock Market: Why Investors Should Stay the Course
Learn how the government shutdown stock market story plays out. History shows markets rebound quickly, so stay the course and focus on long-term goals.
Molly Jordan
Oct 3
How Business Owners Can Stay on Track Financially (Even With Irregular Income)
Here are some ways as a business owner to be able to save when money is not always consistent
Wayne Jordan
Sep 18
Hurricane Preparedness Starts Before the Storm Arrives
When a hurricane is on the horizon, most people rush to grab bottled water, flashlights, and plywood. Those are smart steps—but real...
Molly Jordan
Aug 28
7 Tax Changes from OBBB High Earners Should Know
The One Big Beautiful Bill (OBBB) , signed in July 2025, reshaped the U.S. tax code with provisions that directly affect high-income...
Wayne Jordan
Aug 25
Money Market Funds keep getting Bigger
Reading Blackrock’s latest Student of the Market LINK this caught my eye: The amount in money market funds has ballooned to $7 trillion...
Wayne Jordan
Aug 14
What Should You Do If You're 3–5 Years From Retirement?
This is often when we get calls: "I want to retire in 3 years but am not sure if I can or not. Can you help me?" A little preparation...
Wayne Jordan
Aug 6
Most common scams affecting older adults
It’s a lot to read, but informative. Remember: if an email or call is unusual, hang up, don’t reply or click. Call back your known...
Michael Dayoub
Jul 28
Trump Accounts: A $1,000 Kickstart for Kids, But With Tax Uncertainty
Trump Accounts are new government-seeded savings accounts for children born starting in 2025. While the $1,000 deposit is guaranteed, key tax rules remain unclear—here's what families need to know before taking action.
Molly Jordan
Jul 17
Why Stock Market Diversification Still Works in 2025
This is a quick exercise we often do with clients to illustrate why we don’t try to guess the market—and why having multiple areas of the...
Wayne Jordan
Jul 9
Tax Advice: Real Life Tax Planning We do for Clients
Real examples of tax planning and tax savings we have done for clients.
Wayne Jordan
Jun 25
Rollover your 401k or leave it?
I had never heard of this rule, so this article from the Wall Street Journal about a 401k participant taking a withdrawal taught me...
Wayne Jordan
Jun 9
Indexing is great, but not perfect
I'm a huge fan of index funds. I think they should be the backbone of all investors' portfolios. Choosing index funds vs actively managed...
Wayne Jordan
Jun 2
Inherited Annuity? Know your Options and the Tax Implications
So, you inherited an annuity. Now what? Let’s walk through what that actually means—and what you can do with it. When most people think...
Molly Jordan
May 21
Why a Financial Advisor Makes the Best Copilot
Explore how market volatility in 2025 highlights the importance of having a solid financial plan. Real-life client stories showcase how a financial advisor can help you navigate uncertainty with confidence.
Wayne Jordan
May 15
Why Holding Too Much Cash Might Be Costing You
Wondering if you're holding too much cash? While it feels safe, too much cash could be quietly costing you in the long run. Find out how to strike the right balance and make your money work harder for you.
Molly Jordan
Apr 30
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