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 and Bryan Uselding.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Even if you’re young and single, you should still consider protecting yourself.
Marriage changes everything, including your insurance needs.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Understanding how a stock works is key to understanding your investments.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess how many days you'll work to pay your federal tax liability.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
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
Taking your Social Security benefits at the right time may help maximize your benefit.
Investors seeking world investments can choose between global and international funds. What's the difference?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
All about how missing the best market days (or the worst!) might affect your portfolio.
What does your home really cost?
With alternative investments, it’s critical to sort through the complexity.