Below you'll find a list of articles categorized as Uncategorized
May 8, 2020 The Wall Street Journal by Laura Saunders Ann Gugle of Alpha Financial Advisors contributed to this article that appeared in the Wall Street Journal. To read the entire article, please go to: https://www.wsj.com/articles/thinking-about-lending-money-to-family-the-irs-has-something-to-say-about-that-11588930216
Alpha Financial was recently included on AdvisoryHQ’s 2019 ranking of the Top 10 “Best Financial Advisors in Charlotte & Asheville, NC”. We’re honored to have been named on this list and for the ability to continue helping our clients plan for their future. You can access the full list of advisory firms and review process here: Top 10 Best Financial Advisors …
October 3, 2018 Kiplinger’s Personal Finance by Anne Kates Smith Successful savers have prospered by living below their means. Frugality often becomes a preference—sometimes to an excessive degree. It’s no secret that many Americans have not saved enough for retirement. But here’s the flip side of the coin: retirees who don’t spend enough of their savings. A recent study by …
