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
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
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Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.