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Are You Retirement Ready?
At Alpern Wealth Management, we understand the many concerns and challenges individuals and families face as they prepare for retirement, whether that is five or fifteen years away. Our team is passionate about providing exceptional client service, and we help our clients plan for and enjoy their retirement. We help provide the comfort, competence, and care that you want and deserve by always putting the clients’ needs at the forefront of what we do.Contact Us
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
It's important to understand the pros and cons when considering a prepaid debit card.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator will help determine whether you should invest funds or pay down debt.
Determine your potential long-term care needs and how long your current assets might last.
This calculator demonstrates the power of compound interest.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
What if instead of buying that vacation home, you invested the money?
Do you have causes that you want to support with donations? Here are three tips.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
How will you weather the ups and downs of the business cycle?
Taking your Social Security benefits at the right time may help maximize your benefit.
There are three things to consider before dipping into retirement savings to pay for college.