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Total: 26 results found.

2018 Financial Best Practices

Created on Monday, 29 January 2018. Posted in Content/our blog

... a better retirement tomorrow. Are you maxing out pre-tax contributions to your company retirement plan? Taking full advantage of company retirement plans for you and your spouse is an important, tax-advantaged ...

ABCs of Behavioral Biases: A to F

Created on Thursday, 26 October 2017. Posted in Content/our blog

... familiar holdings are safer or better, even though, clearly, we can't all be correct at once. We also tend to be more comfortable than we should be bulking up on company stock in our retirement plan. Ready ...

Financial Planner Interview

Created on Wednesday, 02 August 2017. Posted in Content/resources

... Review and Recommendations Tax Preparation Retirement Planning Ability to view my accounts and plans online? Will you provide me with a written financial plan?   Will you offer ...

Retirement Savings: A Little Goes a Long Way

Created on Wednesday, 07 June 2017. Posted in Content/our blog

A recent study by Merrill Lynch and Age Wave found that the cost of retirement exceeds $700,000 on average, easily surpassing the costs of buying a home or paying for college. While this number probably ...

Preparing for RMDs—What You Need to Know

Created on Thursday, 18 May 2017. Posted in Content/our blog

After having saved for retirement for so many years, some people don’t realize that eventually they will have to start taking distributions—or be hit with tax penalties. The rules surrounding these forced ...

Starting Out the New Year Right

Created on Tuesday, 17 January 2017. Posted in Content/our blog

... You can set up a recurring transfer from your checking to a savings or investment account. Or you could have a portion of your paycheck directed into a tax-advantaged retirement account such as a 401(k). ...

Investing Resolutions for 2017

Created on Tuesday, 13 December 2016. Posted in Content/our blog

... it’s saving for a home, setting money aside for college or building a solid base for retirement, we at Align, can help you define, design and realize your financial goals. Please don’t hesitate to reach ...

The Importance of Rebalancing

Created on Friday, 11 November 2016. Posted in Content/our blog

... retirement might want to tone down the equity portion of his portfolio slightly to take a more conservative stance. On the other hand, given life expectancy increases, it may be in some clients' best interest ...

Cashing Out Is Not a Cash Cow

Created on Thursday, 13 October 2016. Posted in Content/our blog

... strategy. Certainly cash is becoming more popular these days. According to the most recent Wells Fargo/Gallup Investor and Retirement Optimism Index survey, 43 percent of investors reported having ...

Tools to Help You Make the Most of Your One Financial Life

Created on Monday, 13 June 2016. Posted in Content/our blog

... it also records your specific objectives, such as funding college, paying for weddings, buying a home or securing your retirement. Our clients have direct access to this dynamic tool to ensure that are ...

How to Minimize Taxes in Retirement

Created on Tuesday, 17 May 2016. Posted in Content/our blog

If you're an investor, you've surely heard the saying "It's not what you earn, it's what you keep." Minimizing taxes is important when you're growing your savings for retirement—but it's at least as important ...

Giving Clients a Fair Shake

Created on Friday, 22 April 2016. Posted in Content/our blog

... The DOL's rule only applies to particular types of retirement plans. That means that brokers can continue to use the old, conflicted approach when advising clients about their taxable accounts. Sales ...

Social Security Closing a Lucrative Loophole

Created on Monday, 09 November 2015. Posted in Content/our blog

If you're planning for retirement, you should be aware of Congress' recently enacted budget deal. Why? Because it eliminates a popular Social Security claiming strategy known as "file and suspend." File ...

Don’t Sweat The Stock Market’s Volatility

Created on Friday, 04 September 2015. Posted in Content/our blog

...  But for those investing to achieve a long-term goal such as a comfortable retirement, all of this is just sound and fury, signifying very little. Such investors should be relying on diversified, long-term ...

When a Broker is Your Retirement Nightmare

Created on Wednesday, 02 July 2014. Posted in Content/our blog

... clients invest their retirement savings. The multiple brokers referenced in the article allegedly talked clients into "rolling over their 401(k) nest eggs into unsuitable IRA investments." Those brokers ...

For What It's Worth: Assessing Advisory Fees

Created on Friday, 07 June 2013. Posted in Content/our blog

... of year-round tax-sensitive investment strategies, as well as by ensuring that taxes are carefully considered across the spectrum of your financial plans, such as retirement spending, college funding, ...

Retirement Management

Created on Thursday, 11 April 2013. Posted in Content/services

Over the years, our team of CFPs, CPAs, and attorneys has helped hundreds of retirees properly execute IRA rollovers, Roth conversions, and tax-wise retirement distribution strategies. Creating an optimal ...

Align In The News

Created on Saturday, 06 April 2013. Posted in Content/resources

... and retirement planning.  Click on the link above to read the full article. Oklahoma City Downtown Monthly -  April 2007 How Advisors Work and Get Paid  - Explains key questions to ...

Videos

Created on Monday, 30 April 2012. Posted in Content/resources

2017 Kickoff Event -> WATCH NOW Unpredictable -> WATCH NOW       The Retirement Gamble Watch The ...

Presentations

Created on Monday, 30 April 2012. Posted in Content/resources

Distributions from Retirement Plans An Inside Look at Retirement Living Investment Strategies for Retirement 5 Smart Investing Strategies Keys to Investing for Retirement 5 Smart Investing ...

meet the team

Created on Monday, 30 April 2012. Posted in Content/about

... bench of high caliber professionals.  Each Forum principal brings over 25 years experience in one or more aspects of financial management including:  investment portfolio design, retirement, ...

Strategic Partners

Created on Monday, 30 April 2012. Posted in Content/about

... one or more aspects of financial management including: investment portfolio design, retirement, estate, insurance, and tax planning. Importantly, like Align, Forum is engaged in delivering wealth management ...

401(k) Plan Management

Created on Monday, 30 April 2012. Posted in Content/services

As a savvy business owner or benefits administrator, you recognize that your company's retirement plan can provide a substantial benefit for your employees, while helping you attract and retain quality ...

Introducing the New Align Wealth Management Website & Blog

Created on Monday, 02 April 2012. Posted in Content/our blog

... us your questions and suggestions whenever a consultation or second opinion may be helpful to you, your family or your company retirement plan.  Contact us here.  ...

ALIGNING YOUR WEALTH WITH YOUR LIFE

Created on Tuesday, 24 May 2011. Posted in Content/main

... a timeless idea ... We are Client Focused. Period. Your Local Financial Planner The Align Difference The Retirement Gamble    ...