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Your financial plan from your financial partner A plan for your future. And theirs. The best decision is a well-informed decision. We exist to build strong, prosperous communities

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Financial Balance® from The Living Balance Sheet® on Vimeo.

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. 

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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

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Helpful Content

Disability and Your Finances

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Infographic: 2019 Taxes by the Numbers

Infographic: 2019 Taxes by the Numbers

Here are the official tax numbers for 2019.

 

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Smart Wedding Registry Ideas

The start of marriage should be all love–not debt.

Financial Hacks for Millennials: 5 Ways to Manage Finances

De-stress money management in your household with a systematic approach.

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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Retirement Plan Distributions

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

An Arm and a Leg

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.

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

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