Health Savings Accounts Can Double as Shadow IRAs

June 2, 2014 Wall Street Journal Ann Gugle of Alpha Financial Advisors was a contributor to an article that explained the rising popularity of Health Savings Accounts (HSA) and how to best use a Health Savings Account for maximum growth. Ann is a principal and owner at Alpha Financial Advisors in Charlotte, N.C. *** You can read more of this …

Ways to Avoid Making Mistakes With Donor-Advised Funds

December 23, 2013 Wall Street Journal John Gugle of Alpha Financial Advisors was featured in an article explaining how donor-advised funds are used to promote greater philanthropy and to maximize tax savings.  John is a principal and owner at Alpha Financial Advisors in Charlotte, N.C. *** You can read more of this article at: http://www.wsj.com/articles/SB10001424052702304020704579276163221844326

You Plan Your Retirement, Then You Get the Health Bill

November 20, 2013 New York Times by Ann Carrns JEFF STRACK, a 61-year-old sales manager in Charlotte, N.C., enjoys his work and is in good health. But the prospect of paying for health costs after he retires weighs on him. “Within health care,” he said, “there’s all kinds of uncertainties.” Mr. Strack hasn’t decided yet when he’ll stop working full …