Wealthy individuals who’ve spent years or decades working hard, saving diligently and dutifully following a carefully constructed financial plan often confront a unique challenge: getting comfortable actually spending their money. … Continued

Performance Concerns about slowing global GDP growth and higher COVID-19 delta variant infections weighed on stock returns this quarter. The combination of these effects spurred a rotation from sectors that … Continued

Use Caution When Sharing Your Information With Retailers Whether shopping at stores in-person or online, many retailers will prod you to sign up to become a member of their customer … Continued

You will notice some differences when you interact with Planning Alternatives and I want to make sure you are not surprised. The changes are in our logo, our company branded … Continued

PERFORMANCESparked by accelerating economic growth and a worldwide COVID-19 vaccination effort gaining steam, all major asset classes advanced in the second quarter. Inflation spiked in the second quarter, resulting from … Continued

FORMULATING A PLAN AND ENCOURAGING COMMUNICATIONWhen it comes to building and maintaining wealth across generations, it is vital to formulate a solid plan. At Planning Alternatives, we believe this process … Continued

While most people now regularly watch for suspicious emails from scammers posing as trusted contacts or corporations, savvy cybercriminals have turned to a new avenue to commit fraud: fake push … Continued

Tax season can be a particularly active time for fraud and identity theft, especially because technology can make it easier for criminals to pose as the IRS. Tax season is … Continued