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It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust Consider These 3 Things Before Driving Off the Lot

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.

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Helpful Content

Making Sense Of A Home Warranty

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

Jane Bond: Scaling the Ladder

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

 

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

Insurance Needs Assessment:When You're Married With Children

When you’re married and have children, insurance needs will be different.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

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