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Investing? Hire a Professional
Investing can be an effective way to build wealth, but it’s not without its risks. While some people may be tempted to invest on their own, the data shows that DIY investing can be a dangerous game. In fact, studies show that the majority of DIY investors underperform compared to those who work with a…
How to Pick a Financial Advisor
How to Pick Your Financial Advisor? There is only one choice..
You’ll need $1.27 million to retire! We can help with that.
Americans now believe they’ll need $1.27 million to retire comfortably, which is up from $1.25 million reported last year (Northwestern Mutual’s 2023 Planning & Progress Study). This may seem like a small increase, but it signifies a continuing trend of rising retirement costs. The study also highlights a gap between expectations and reality. While many…
Election Jitters: How to Position Your Investments Now
With the election approaching and questions about what changes new leaders might bring, financial markets are expected to stay bumpy. Preparation is key, and at Alpha Financial Nordic, we have a fiduciary financial strategy that adapts to any political landscape—no matter who wins. This is how we have set our clients up to win: 1….
Improve Financial Future in 2 Weeks!
If money and investing are not your favorite topics, you need to finish this 5 minute read to fix a problem you don’t know you have. Get it fixed, once and for all. There’s a problem you need to fix It’s a fact that most people invest poorly and waste a fortune on hidden fees…
Why You Need a Family Trust
Full disclosure, neither I nor anyone else at Alpha Financial Nordic can help you set up a Family Trust. However, since our mission is to maximize your financial performance, we urge you to consider getting one. This is why; Securing the Future of Your Loved Ones For those with assets earmarked for their family’s future,…