Making a Difference By Doing Things Differently
Our goal at Alliance Advisory Group is to deliver superior strategies for all of the wealth building and management initiatives that are important to our clients. We work with people across a diverse range of backgrounds and experience levels to provide inspirational insight and objective guidance that ensures success across all phases of the wealth building spectrum - Accumulation, Preservation, and Distribution. By focusing on forming authentic connections that are underpinned by transparency, empowerment, and the idea that a proper plan is the best protection for your financial future, our team acts as your experienced fiduciary with a vested interest in your success.
The Living Balance Sheet® (LBS) and the LBS logo are service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. © Copyright 2005-2019 Guardian
The Alliance Advisory Group recognizes the costs and complexity of retirement health care. We are pleased to provide this educational video content from our partners at WealthWatch. Each video is 4 to 5 minutes long and will help you prepare for the central financial planning issues surrounding retirement health care. We look forward to discussing each of these topics with you in person.
Retirement Health Care Overview
Medicare Advantage Overview
Estimating Retirement Health Care Costs
Financial Planning Considerations
Timing Your Enrollment – 65 or Younger
Timing Your Enrollment – Beyond 65
Health Savings Accounts
Roth IRA and Roth 401(k)
Custodial Care - Understanding the Challenges
Custodial Care - Understanding the Solutions
Plan of Action
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Saving for College 101
Here’s a crash course on saving for college.
Make the gig economy work for you.
Financial lessons from movies and TV.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Learn a little about worldwide currency in this fun infographic
There are four very good reasons to start investing. Do you know what they are?
Achieving a long-term goal, like retirement, starts by taking small actions today.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
If you died, what would happen to your email archives, social profiles and online accounts?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
$1 million in a diversified portfolio could help finance part of your retirement.
What if instead of buying that vacation home, you invested the money?
Making the most of surprises is a great reason to work with us.