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
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.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Here are six flags that may make your tax return prime for an IRS audit.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help you estimate how much you may need to save for retirement.
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.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
What does your home really cost?
Disability happens to more people, more often than you may think, and it lasts longer, too.
Here is a quick history of the Federal Reserve and an overview of what it does.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
How do the markets usually react to elections? Was the 2016 election any different?
There are hundreds of ETFs available. Should you invest in them?