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Articles

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Aaron Ammerman | Sep 1, 2023

Financial Planning in Your 30s: 3 Goal Ideas for 30-Somethings

Savings
Your thirties are a great time to start working on some larger financial goals. Here are some ideas.
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Aaron Ammerman | Aug 25, 2023

7 Tax Strategies to Consider When Selling a Business

Check out this article written by Barbara Weltman for the U.S. Small Business Administration to gain some insight on strategies to use when selling a business. 

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Aaron Ammerman | Jul 18, 2023

αlpha Financial Partners: Leader in Business Succession Planning

αlpha Financial Partners, LLC is a fiduciary-based Registered Investment Advisory firm in Lexington that focuses on business owners and their employees

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Aaron Ammerman | Jul 14, 2023

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.
Aaron Ammerman | Jul 14, 2023

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
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Aaron Ammerman | Jul 12, 2023

2023 Market Outlook--The Time to Commit: Opportunities in the Public and Private Markets

A FRESH PERSPECTIVE

The opinions are out and most everyone is bearish. We can’t deny that the growth outlook looks weak to start the year, but amid the gloom

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Aaron Ammerman | Jun 23, 2023

Benefits of Cost Segregation as a Tax Planning Strategy

Cost segregation is a tax planning strategy commonly used by real estate investors to accelerate depreciation deductions and potentially reduce their overall

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Aaron Ammerman | Jun 21, 2023

Why Employers Should Care About the Cost of Delayed Retirements

Employees Expected to Increasingly Delay Retirement

Having employees able to retire “on time” is a win/win scenario for both employees and employers. In a

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Aaron Ammerman | Jun 20, 2023

Why Allocate to Alternative Investments

The Case for Alternative Investments

Alternative investments provide access to investment opportunities generally not available in a traditional stock/bond

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Aaron Ammerman | Jun 20, 2023

Trading Places: Mapping the Impact of Alts in a Traditional Portfolio

As the recent era of easy money draws to a close and economies globally reel from the impact of inflation, slower growth, and geopolitical disruptions, a

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Aaron Ammerman | Jun 2, 2023

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
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Aaron Ammerman | Jun 2, 2023

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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