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

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Planning is the Key to Your Retirement Masterpiece

We all have retirement dreams and personal goals. For some of us, that means biking across Europe, or hang-gliding off the coast of Morocco. But for others, the ideal retirement may be more of an inward journey. There are plenty of closet artists, writers, and musicians out there who can’t wait to leave the daily grind [...]

June 5th, 2020|Lifestyle, Retirement Planning|

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 your [...]

May 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 chronic [...]

May 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 to [...]

May 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 be [...]

May 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 to [...]

May 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 a [...]

May 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 that [...]

May 11th, 2020|Financial Planning, Tax Strategies|

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