Our Mission
Alpine Planning Group was founded on the principle of providing unique investment strategies for our unique clients.
Our Process
We believe that financial planning and investment management are ongoing and collaborative processes that should reflect the changing personal circumstances of each client.
Learn MoreOur Team
Our team exists to help you get through and to retirement learn more about our team at Alpine Planning Group.
Newsletters
-
REITs Offer Income and Diversification
Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.
-
Small Business: Coping with the End of De Minimis Imports
Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.
-
Variable Annuities: Strategies to Help Counter Retirement Risks
Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.
Calculators
-
Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
-
Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.