Market Rebound 2025 – Are You Positioned to Benefit?
A recommendation based on true fiduciary principles, historical track records and 30 years financial expertise.
Are Your Investments Safe? Time to Heed for a True Fiduciary Advisor
A recommendation based on true fiduciary principles, historical track records and 30 years financial expertise.
Tax Season Alert: Protect Yourself from Fraud Scams
Tax season is a busy time for taxpayers – and unfortunately, for fraudsters as well. At Alpha Financial Nordic, we’re committed to helping you stay safe by keeping you informed about common tax season scams. Fraudsters often exploit the high volume of tax-related transactions and taxpayers’ fear of the IRS to steal money and personal…
Your Path to Financial Freedom
A recommendation based on true fiduciary principles, historical track records and 30 years financial expertise.
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….
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…
Grow Richer with a True Fiduciary Investment Advisor
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…
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,…
The trick to lower insurance rates!
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…
Don’t hate the rich – use them!
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…