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.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Marriage changes everything, including your insurance needs.
There are things about Social Security that might surprise you.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Use this calculator to estimate your capital gains tax.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps estimate your federal estate tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
If you died, what would happen to your email archives, social profiles and online accounts?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Why are 401(k) plans, annuities, and IRAs so popular?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
There’s an alarming difference between perception and reality for current and future retirees.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.