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Articles

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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Aaron Ammerman | Jun 2, 2023

Working with an Investment Professional

Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
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Aaron Ammerman | May 26, 2023

"Is Your Financial Advisor a CFP® Professional?" Video

αlpha Sound Bites

Asking the right question can greatly impact your future – especially when it comes to your finances. Is your financial advisor a CFP® professional? CERTIFIED

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A couple working in their kitchen together
Aaron Ammerman | May 3, 2023

Family Business vs. Family Boundaries: Drawing the Line

Family
Finance
Mixing family and business can be tough. Is it possible to create healthy boundaries?
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Person holding a camera lens in a field. The view of the field within the camera lens is upside down.
Aaron Ammerman | May 3, 2023

Is Confirmation Bias Affecting Your Investment Strategy?

Investments
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
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Hand holding a large bundle of balloons
Aaron Ammerman | May 3, 2023

What to Do with a Sudden Windfall

Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
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A desk with office supplies on it. In the middle of the desk is an open journal with a heading that reads "Finance Tracker". Under the journal is a piece of paper that reads "Monthly Budget Overview", and has several columns on it for tracking expenses.
Aaron Ammerman | May 2, 2023

Financial Planning Basics: Creating and Maintaining a Budget

Savings
Finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
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Ten key accounting calculator on a soft yellow desk
Aaron Ammerman | May 2, 2023

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
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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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