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Alpine Planning Group was founded on the principle of providing unique investment strategies for our unique clients.
We believe that financial planning and investment management are ongoing and collaborative processes that should reflect the changing personal circumstances of each client.
Learn MoreThe 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.
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
After years of low yields, bonds are offering higher yields that may be appealing to investors regardless of their risk tolerance. This article provides an overview of bond risks.
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Estimate the future value of your current savings.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.