Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement, planning an estate, properly insuring, maximizing a charitable gift,or looking to better understand certain investment ideas—at Alpine Financial Partners we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. I will get back to you quickly with a thoughtful answer.
Helpful Content
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
The New Red Scare: Chinese Ownership of U.S. Debt
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
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Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.