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….
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…
Full disclosure, Alpha Financial Nordic is a true fiduciary investment advisor. However, we (as one of only 1.6% of all US advisors) chose this non-commission structure to commit to you that we will never enrich ourselves or our firm at your expense. The other 98.4% of advisors has made no such committment, and it is…
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,…
Full disclosure: I do NOT sell insurance, but I have a desire for families to live their best! Insurance companies are famous for luring us in with great rates and then gradually raising your rates every year. They hope you don’t notice, so you end up paying them more than you should. Here is the…
The rich are getting richer, and many cry foul play. The income gap between the rich and the poor in the United States is bigger than ever, but what can you do about it? Bashing the rich may feel good, but perhaps there’s a more strategic and productive approach you could take. How about taking…
Sorry, my generation (and the generation before mine) gifted you recessions, outlandish tuition costs, high interest rates, skyrocketing home prices, and increased cost of living just as you were starting out in life. How can you possibly get ahead? This article is a hope for redemption. Start by imaginging a day in your future when…
You may be losing a fortune, and never know (watch Tony Robbins below). Studies show that Americans are wasting 2-5% of annual investment returns by being misled or making mistakes on their own. We see it way too often. Who takes your money? Wall Street. Plug in your numbers below and determine the “gift” you…
Where there’s a will there’s a way: We all waste money on things that don’t add any significant value to our lives. Use this tool to get motivated to eliminate waste and improve your future. Join Alpha Financial Nordic to invest that money properly instead. It’s a winner’s game, and you are invited! Enjoy!
