May 2020 - Alpha 1 Tax & Wealth

Monthly Archives: May 2020

Stay Cool This Summer by Checking Your Portfolio

As we head into summer, you probably have many plans. These might include seeing friends and family you haven’t seen in a while due to social distancing, or just getting out of the house a bit more to golf, go to the beach, or take a walk. While there are a number of things in [...]

2020-06-03T11:49:23+00:00May 31st, 2020|Financial Planning|

What Makes a Blue Zone Special?

Have you heard of “Blue Zones”? No, they’re not places where everyone is a Democrat. They’re places in the world where there is an unusually high number of people living into their 90’s and even 100’s. Specifically, these people are relatively healthy in their old age. These populations are known for having lower instances of [...]

2020-05-29T22:32:53+00:00May 29th, 2020|Lifestyle|

Market Ups and Downs and Your Retirement

The events over the last few months remind us that no one can predict the ups and downs of the stock market. While there’s abundant information out there to reference so you can make informed decisions, there’s also a lot of conflicting advice. Some argue for “timing the market,” but there is simply no way [...]

2020-05-26T02:12:19+00:00May 26th, 2020|Stock Market, Retirement Planning|

“Never Bet Against America”

Although we're living in an unprecedented time, it’s not the first time that America has seen a crisis. It’s important to remember that when people talk about recovery, it's a question of "when" not "if." America has gone through numerous wars and hardships and always come out stronger. This Memorial Day, many of us won’t [...]

2020-05-22T22:06:12+00:00May 22nd, 2020|Economy, Lifestyle|

Should You Pay Taxes Now or Later?

No one can fully escape taxes, but you do have some say in when you pay them. Different types of retirement income are taxed at different times. Orchestrating these sources in retirement can take some work, as the rules for each differ. Under the umbrella of tax-advantaged income sources, there are those that require taxes [...]

2020-05-17T17:12:41+00:00May 17th, 2020|Tax Strategies, Financial Planning|

3 Tips for Staying Put in Retirement

It’s easy to fall into the trap of following a script when it comes to retirement, especially if you’re unsure of how to create your own plan. This “script” can dictate a retirement age, lifestyle, and even important financial decisions. For example, many people assume that they should downsize in retirement, or even move to [...]

2020-05-15T21:20:49+00:00May 15th, 2020|Lifestyle, Retirement|

3 Ways a Financial Advisor Can Help You With Tax Strategies

They say there’s no such thing as a free lunch, but what about a tax-deductible lunch? While many of your income sources can be taxed, there are strategies to minimize your overall tax burden before and in retirement. One of the advantages of going to one professional for all of your financial planning needs is [...]

2020-05-11T10:27:28+00:00May 11th, 2020|Financial Planning, Tax Strategies|

Things to Consider Before Moving in Retirement

Where you live can be the biggest factor in your retirement plan, both in terms of finances and quality of life. There are many aspects of moving to consider, from accessibility to good healthcare, to proximity to family. Considering your goals, needs, and what really makes you happy can be the best way to decide [...]

2020-05-08T16:20:19+00:00May 8th, 2020|Lifestyle, Retirement|

4 Things to Understand About Taxes in Retirement

There are probably a few surprises in store for you in retirement, but your tax burden shouldn’t be one of them. Even if you don’t receive a paycheck anymore, it doesn’t mean you can’t have a plan to help minimize taxes in retirement. By understanding how different types of income are taxed, you can develop income [...]

2020-05-05T15:29:23+00:00May 5th, 2020|Tax Strategies|

3 Reasons to Thank Your Aging Brain

Don’t hate your aging brain just because it takes it a bit longer to figure out the crossword or remember a name. According to a Harvard Medical School report, this slower thinking actually shows that the brain is working better. Many people reference the fact that teenagers have poor decision-making skills due to their not [...]

2020-05-01T15:48:31+00:00May 1st, 2020|Psychology|
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