Retirement Myth Busted

Retirement Myth Busted

Contrary to popular belief, you can retire early if you plan properly. That is one retirement myth we busted in a recent YouTube video. The question is do you want to? If early retirement is your goal you need to determine how long your money will last. When...
Year-Round Tax Planning

Year-Round Tax Planning

Tax planning isn’t something you wait to do during tax season. Year-round tax planning can help increase your cash flow during the year by minimizing your tax liability. Alloy Wealth Management offers Tax Planning services to clients as part of a...
A 401k Rule Change

A 401k Rule Change

If you are over 50 and earn more than $145,000 per year, there’s an impending 401k rule change you need to know about. Beginning next year, any catch-up contributions you make will be immediately subject to income tax. Then, once your money is invested it will...
The Power of Consumer Pushback

The Power of Consumer Pushback

Consumer pushback is an effective way to silently express an opinion. Over time, the power of consumer pushback has led to company rebrands, new product launches, and broadcast companies renewing canceled shows. Jimmy Kimmel’s show...
Plan For Long Term Care Expenses

Plan For Long Term Care Expenses

If you don’t plan for long term care expenses, you may outlive your money. At Alloy Wealth Management, we think beyond assets and income when customizing retirement plans. Look at your current finances. Do you think you’ll be able to handle the rising cost of...
The Lucky Retirement Number

The Lucky Retirement Number

What is the lucky retirement number? We get asked all the time about the “magic number”. The amount of money required to live well in retirement. Sorry to let you down but there is no lucky retirement number. The amount of money you need to save for your...