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This week on The Alpha Wealth Hour with Tom Fortino, Tom breaks down key moves to consider before 2027. Learn what year-end decisions could impact your retirement plan, and what the latest COLA (and no, not the soda) increase could mean for retirees. Tom also shares four surprising things people often keep to themselves about their retirement […]

This week on The Alpha Wealth Hour with Tom Fortino, Tom runs through the benefits of claiming Social Security depending on when you file. Plus, with the year winding down, he shares portfolio strategies to consider before year-end. Throw everything in a box and head over to the Alpha Wealth Group, or call Tom today at 630-864-6711. In […]

This week on The Alpha Wealth Hour with Tom Fortino, Tom asks if your retirement plan is prepared for a changing world. He tells listeners what they need to know about Roth conversions and walks through the pros and cons of annuities to help them understand where they fit in a retirement strategy. Throw everything in a […]

This week on The Alpha Wealth Hour with Tom Fortino, Tom explores AI “doomsday” scenarios and what they could mean for your investments. Plus, he discusses longevity risk, future tax-planning strategies, and whether pensions could make a comeback. Throw everything in a box and head over to the Alpha Wealth Group, or call Tom today at 630-864-6711. In […]

This week on The Alpha Wealth Hour with Tom Fortino, Tom shows you how to approach retirement planning with confidence, not fear. He breaks down what you need to know about RMDs, the common mistakes to avoid, and smart ways to handle them. Tom also looks at why many retirees underestimate the need for long-term […]

This week on The Alpha Wealth Hour with Tom Fortino, the end of the year is closer than you think. Tom shares the financial planning moves you should be considering now, highlights common retirement mistakes that can cost you, and explains why having income sources beyond Social Security matters. Don’t miss these practical strategies to help you […]

This week on The Alpha Wealth Hour with Tom Fortino, Tom explores why many retirees underspend and how inflation may be making you feel less financially secure than you really are. He also explains why taxes should be part of every retirement conversation and shares strategies for a flexible plan. Plus, Tom discusses the importance of planning […]

This week on The Alpha Wealth Hour with Tom Fortino, Tom talks about the difference between tax preparation and tax planning, and why it matters. He also shares what to consider before claiming Social Security and how your age can affect your benefits. Then, Tom tackles the debate around annuities, separating fact from fiction and exploring where […]

This week on The Alpha Wealth Hour with Tom Fortino, football is a game of inches—and so is retirement. Tom shares the small adjustments that can make a big impact on your financial future, from managing emotions during life’s biggest decisions to understanding how age affects your retirement strategy. Learn how the right moves today can help […]

This week on The Alpha Wealth Hour with Tom Fortino, Tom tackles whether it’s possible to save too much in a 401(k) and how to evaluate taking Social Security versus drawing from retirement savings. He explains why a personalized financial strategy is essential and why your neighbor’s plan may not be the right fit for you. Tom […]

This week on The Alpha Wealth Hour with Tom Fortino, Tom explains how jeans, telescopes, and microscopes can offer unexpected lessons for retirement planning. He also discusses common estate planning mistakes, including lessons from a late actor’s estate, and reveals how to spot hidden weaknesses in a financial plan that may look solid on the surface. Throw […]

This week on The Alpha Wealth Hour with Tom Fortino, Tom Fortino explores the benefits and limitations of using artificial intelligence in financial planning. He also provides an update on Social Security and the potential impact of pending changes. In addition, Tom examines whether the anticipated “Great Wealth Transfer” may fall short for some Americans and shares […]

This week on The Alpha Wealth Hour with Tom Fortino, Tom explores the importance of getting organized and how a well-structured financial plan can help keep you on track toward your goals. Tom tells us how to keep everything in our plans straight, plus four ways to “supersize” your accounts. Plus, he breaks down recent market developments […]

This week on The Alpha Wealth Hour with Tom Fortino, Tom discusses whether or not we are noticing market trends that replicate the 1929 market crash, the social security funding crisis, how to prepare your family for inheritance and more. Throw everything in a box and head over to the Alpha Wealth Group, or give Tom a call […]

This week on The Alpha Wealth Hour with Tom Fortino, learn why trying to time a market downturn can hurt long-term returns, how Roth IRA tax strategies may benefit your retirement plan, ways to build reliable retirement income, and the key factors to consider when deciding the right time to retire. Throw everything in a box and […]