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
Estimating Retirement Health Care Costs
Financial Planning Considerations
Health Savings Accounts
Roth IRA and Roth 401(k)
Custodial Care - Understanding the Challenges
Custodial Care - Understanding the Solutions
Plan of Action
Infographic: 2019 Taxes by the Numbers
Here are the official tax numbers for 2019.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
How Income Taxes Work
A quick look at how federal income taxes work.
Spark joy and become more confident by giving your finances the home organization treatment.
Couples may be able to head off many of the problems in a marriage that money can cause.
The item most homeowners forget on their home improvement project checklist is insurance.
Bonds may outperform stocks one year only to have stocks rebound the next.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Good employee health can be great for the company’s bottom line.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps estimate your federal estate tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the total cost in today's dollars of various mortgage alternatives.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Estate conservation is too important to put off. Do you have a smart exit strategy?
What is your plan for health care during retirement?
There are three things to consider before dipping into retirement savings to pay for college.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
$1 million in a diversified portfolio could help finance part of your retirement.