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  • Client Case Study II

    Client Profile: Husband and wife with two young children. Wife is a practicing physician and husband is working part time while also in school. She consistently participated in employer sponsored retirement plans and has fully paid for her educational expenses. They were paying his graduate school tuition as they went along, without debt, but accumulated significant credit card debt in…More ›
  • Client Case Study I

    Client Profile: Husband and wife within 5-7 years of retirement. Husband is self-employed and wife is a full-time employee with good benefits. She has consistently participated in company sponsored 401k plans and he established an individual IRA prior to running his own business. He is the sole employee of his own company. Over the course of their careers, they have…More ›
  • Happy Holidays

    Happy Holidays

    Happy Holidays from our family to yours! Alpha Wealth Advisors is under new management!More ›
  • The 4 Biggest Financial Fears About Retirement and How to Overcome Them

    The 4 Biggest Financial Fears About Retirement and How to Overcome Them

    There’s no secret that it can take decades to plan for retirement, and during your retirement years, you want to be able to enjoy your hard-earned savings. That said, that time leading up to this new phase in life, it’s common for retirees to have concerns, such as: Will my savings last? Will I be able to collect Social Security…More ›
  • Community Outreach

    Community Outreach

    Chris mans the drop off tent! Troy squeezes one more bag into the car. Chris is eyeing the Chips Ahoy. Two full grocery carts and then some. Every bit helps our neighbors. Alpha Wealth Advisors sends out a huge "Thank You" to our clients who helped us collect food for the Commonwealth Catholic Charities food pantry this week! We were…More ›
  • Why Should You Take a Risk Tolerance Questionnaire?

    Why Should You Take a Risk Tolerance Questionnaire?

    We all have different comfort levels with so-called “risky” activities. Some of us live for the adrenaline rush that comes with bungee jumping or skydiving, while for others of us, watching an action flick on Netflix is about all the adventure we can stomach. The same is true with investing. Everyone has a different tolerance for risk. Some investors can…More ›
  • Q& A: Is a Cross-Tested Retirement Plan Right for Your Small Business?

    Q& A: Is a Cross-Tested Retirement Plan Right for Your Small Business?

    As a small business owner, do you offer your employees a 401(k) plan with profit-sharing benefits? If so, you're able to maintain the flexibility to make discretionary employer matching contributions to the retirement plan for yourself and your employees each year, depending on your company's cash flow and profits. Offering a 401(k) with profit sharing is a great way to…More ›
  • 401(k) Plan Advantages Small Business Owners Should Know

    401(k) Plan Advantages Small Business Owners Should Know

    Why offer your employees a 401(k) plan? The answer is simple: by doing so, you're sending a powerful message that you're invested in their future and committed to helping them achieve financial security for their retirement. If you're a small business owner who's currently thinking about providing a 401(k) plan for your employees, now may be an excellent time to…More ›
  • Understanding the Difference Between Needs and Wants in Retirement Planning

    Understanding the Difference Between Needs and Wants in Retirement Planning

    You've worked hard and saved for decades. Now, you're thinking about retiring, maybe in five to 10 years — perhaps as soon as this year. It's an exciting time, but it's also a time for careful planning as you prepare for this next important chapter in your life. There are many factors to consider: how much money you'll need to…More ›
  • Three Resolutions to Save More Money in 2020

    Three Resolutions to Save More Money in 2020

    It’s that time of year when many people are making New Year’s Resolutions to hit the gym, eat healthier, or be more mindful. As you’re setting your own goals for this year, don’t forget about your financial wellness, particularly when it comes to saving for long-term goals like retirement. After all, your fiscal health is just as important as your…More ›