Alloy Wealth Management offers Tax Planning services to clients as part of a comprehensive financial approach. After people file their taxes and realize exactly how much they’re paying Uncle Sam each year, our phone rings off the hook. No one wants to pay more taxes...
Knee-jerk reactions during market downturns will only cause you to lock in losses and miss out on an opportunity to earn your money back. We know it’s tempting to sell stocks when financial news is bleak but, depending on your retirement goals, selling stocks at a...
What you don’t know about the probate process can cost your loved ones when you’re gone. When you die, your estate will go through probate to ensure your assets are distributed appropriately and that all debts and taxes are paid. If you have a will at the time of your...
Micro-Retirement is a new way of life for Gen Zs across the globe who have spent little time in the workforce, yet enough to know they don’t like it. Unlike past generations, most of today’s 20-somethings live with their parents or have roommates which affords them...
As crazy as it may sound to anyone who wants to retire early, many Americans have a never retire mindset and plan to continue working well into their 70s and 80s. There are pre-retirees who create “always working” retirement plans because they either like what they...
Brick and mortar closures are at an all-time high, and layoffs and job cuts are increasing every day. This has little to do with who is in office and more to do with the times we live in. The surprising fact is these closures are occurring at a time when consumer...
