Live Your Best Life
RETIREMENT PLANNING
COLLEGE AND EDUCATION PLANNING
GENERAL INVESTING
RISK MANAGEMENT
ESTATE PLANNING
LIFE PLANNING
Alpha & Omega Financial Solutions
Live Your Best Life
RETIREMENT PLANNING
COLLEGE AND EDUCATION PLANNING
GENERAL INVESTING
RISK MANAGEMENT
ESTATE PLANNING
LIFE PLANNING
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.