Alpha Wealth Group Retirement Made Simple
Alpha Wealth Group is a comprehensive wealth management firm serving successful individuals, families, and business owners in the Chicago area who are serious about retirement. We take care of every financial need that our clients face through comprehensive planning and thorough follow-up to help ensure that every detail is covered.
To our clients, money represents much more than an account balance. It represents a lifetime of hard work, a comfortable retirement, a legacy of love for children and grandchildren, and the ability to say “yes” to more dreams. We believe that financial success doesn’t have to be complicated: work hard, create a plan, and make sure that an unforeseen event doesn’t derail your life.
Read The Latest Free Reports
from Thomas Fortino.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Important items to consider when purchasing condo insurance.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Even low inflation rates over an extended period of time can impact your finances in retirement.
The item most homeowners forget on their home improvement project checklist is insurance.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Determine your potential long-term care needs and how long your current assets might last.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Agent Jane Bond is on the case, cracking the code on bonds.
Why are 401(k) plans, annuities, and IRAs so popular?
$1 million in a diversified portfolio could help finance part of your retirement.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?