Schedule a Call
Client Login
Alphastar Wealth Lake Norman
back to resources
resources

Retirement Planning Whitepapers & Worksheets

Retirement planning can be a daunting task, especially if you’re nearing or in retirement. That’s why AlphaStar Emerald Coast offers a range of retirement planning resources that can help you achieve financial security during this phase of life. Our retirement planning whitepapers and worksheets are excellent sources to download and access when you’re trying to organize your finances and stay on top of your financial plan.

Our resources cover essential areas such as tax planning, asset allocation, estate planning, and more, providing you with practical guidance and insights to make informed decisions about your financial future.

access your resources
Birth of a Grandchild Whitepaper

The Birth of a Grandchild

Congratulations! The arrival of a grandchild is always an exciting time. Since many grandparents wish to assist in covering their grandchildren’s future financial needs, it’s also a good time to consider financial preparations for the future. If you hope to provide funds to your grandchildren, both 529 plans and trusts are beneficial options.
DOWNLOAD WHITEPAPER
Making the Transition to Retired Life Whitepaper

Making the Transition to Retired Life

After all your years of hard work and disciplined saving, you’ve made it to retirement – congratulations! Now, the challenge becomes tackling common retirement transition concerns so that you can live out the ideal retirement you’ve dreamed of.
DOWNLOAD WHITEPAPER
Managing Inflation in Retirement

Managing Inflation in Retirement

You may have noticed that the things you buy regularly have become more costly, and you may be pondering if inflation will stay high. For individuals close to retirement or already retired, it is essential to take measures to protect themselves from the eroding effects of inflation.
DOWNLOAD WHITEPAPER
Addressing Market Volatility in Today's World

Addressing Market Volatility in Today's World

Planning for retirement is never a “set it and forget it” task. There are unexpected disasters, market drops, and changing laws that could cause retirees to reevaluate their financial situation. Ultimately, there’s no way to predict everything that will cause market downturns. However, you can prepare yourself for one by having a solid financial strategy in place.

DOWNLOAD WHITEPAPER
Birthdays Over 50 Worth Celebrating

Birthdays Over 50 Worth Celebrating

Before you start planning for retirement, make sure you put these relevant dates in your calendar. Beginning at 50 years old, there are several birthdays that are essential to be aware of as they can influence your retirement timeline and overall financial plan.
DOWNLOAD WHITEPAPER
The Fundamentals of Estate Planning

The Fundamentals of Estate Planning

Estate planning can be an emotional process. After all, it’s difficult to think about things like who will raise your children, or which loved one will best manage your financial assets. Estate planning is necessary, however, because without a will, your estate may end up in court. This means it could be divvied up based on a judge’s ruling, rather than on your personal wishes.
DOWNLOAD WHITEPAPER

The Importance of Designating Beneficiaries

When life gets hectic and your to-do list seems endless, it can be easy to let financial planning details slip through the cracks. However, updates to your designated beneficiaries on 401(k) plans, IRA accounts, and other retirement assets is vitally important.
DOWNLOAD WHITEPAPER
What to Consider in Your Charitable Giving Plan

What to Consider in Your Charitable Giving Plan

Congratulations! You’ve decided to give to a charitable organization. Charitable giving is a wonderful way to help further causes you are passionate about and feel good while doing it.

DOWNLOAD WHITEPAPER
Get started today.

It's never too late to start making progress toward your financial goals.

SCHEDULE A CALL
Alphastar Wealth Lake Norman
Icon-linkedin

Investment advisory services are offered through Alphastar Capital Management, LLC, a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about Alphastar Capital Management, LLC is also available on the SEC’s website at www.adviserinfo.sec.gov.

Copyright ©2024 Alphastar Lake Norman. All rights reserved.

Illuminated Advisors

Powered by Illuminated Advisors

Please enter your email to access this content

Skip to content