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Alpha1 Tax & Wealth Blogs2020-05-15T19:56:39+00:00

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Tax Minimization in 2020 and Beyond

As the coronavirus spread, the government stepped in with unprecedented economic interventions, from direct payments to Americans, to relief for businesses. While these measures may be necessary to mitigate the damage done by the virus and the economic shutdown, they’ve also resulted in a ballooning of the national deficit.[1] U.S. government debt could soon rise to [...]

July 13th, 2020|Tax Strategies|

What’s Your Definition of “Winning” In Retirement?

Inside each of us lives some form of competitive spirit. Whether you are a “go for the throat” type of competitor or take a more passive approach, we all like to win. It’s not in our nature to enjoy losing; it’s probably some type of primal response left over from the caveman days. Whether you’re playing [...]

July 10th, 2020|Retirement Planning|

3 Helpful Tips for Preserving Your Wealth

Whether you’re approaching, transitioning into, or already in retirement, it’s crucial that you develop a plan to protect your hard-earned savings. According to a recent retirement survey by the Insured Retirement Institute, 41% of Baby Boomer participants stated “monthly guaranteed income” as the #1 or #2 most important trait for their retirement investments. Having a solid financial [...]

July 6th, 2020|Financial Planning|

Technology and Human Interaction Play Important Roles in Retirement Planning

Bill Gates once said “technology is just a tool.” He was right, but maybe even he didn’t see just how effective that tool was going to be. Sometimes it feels like modern technology has transformed everything, to the point where the world you grew up in has nothing in common with the world today. These days, [...]

July 3rd, 2020|Retirement Planning, Lifestyle|

A Guide to the CARES Act for Americans Age 50 and Over

President Trump signed the Coronavirus Aid, Relief, and Economic Security (CARES) Act into law to help Americans combat the economic effects of the coronavirus. It includes potential tax breaks, checks for qualifying Americans, and temporary new rules for retirement account withdrawals. Here’s a guide to the CARES Act for Americans 50 and over. Delayed Tax Filing [...]

June 29th, 2020|Economy, Financial Planning|

5 Tips for Staying Cyber-Secure

The coronavirus pandemic forced many office employees to work remotely. It also caused an increase in cybersecurity threats, as hackers and scammers attempt to capitalize on panic and vulnerabilities. If you’re taking steps to protect your financial wellbeing and health, make sure also to protect yourself from cyber threats. Here are five tips for staying cyber-secure. [...]

June 26th, 2020|Fraud Protection|

3 Questions a Financial Advisor Can Help You Answer

It can be hard to know where to start when retirement planning, or who to go to for answers. Recent market drops and recoveries, increased unemployment, and uncertainty about the future could have you thinking about your financial future. If you’re wondering what your course of action should be right now, you should consider your risk [...]

June 22nd, 2020|Financial Planning|



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