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.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Gaining a better understanding of municipal bonds makes more sense than ever.
Is your estate in order? This short quiz may help you assess your overall strategy.
Understanding how capital gains are taxed may help you refine your investment strategies.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Life insurance proceeds are generally tax-free. But not in all cases.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps estimate your federal estate tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate your monthly and annual income from various IRA types.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
With alternative investments, it’s critical to sort through the complexity.
Do you know these three personal finance sayings?
If you died, what would happen to your email archives, social profiles and online accounts?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
A bucket plan can help you be better prepared for a comfortable retirement.
Taking your Social Security benefits at the right time may help maximize your benefit.