Gary Alpert Financial Strategies

This past Halloween, Gary threw together a last-minute costume—a ninja onesie topped with a rabbit head—which earned a mix of chuckles and curious looks from trick-or-treaters. Meanwhile, his wife Wendy went all out as a festive Christmas Elf. Around the neighborhood, they saw creative, cohesive costumes that were clearly well-planned—much like a great financial plan. At our firm, we believe a financial plan should be intentional, with each piece working toward a common goal. 👻 Read the full story and learn how we can help bring your financial goals together on our website! #FinancialPlanning #Halloween #GaryAlpertFinancialStrategies

November's 90 Second Snapshot focuses on the recent presidential election and how it relates to your portfolio and overall plan. Our job as financial planners is to create an investment allocation and follow a philosophy that is generally agnostic to short term events. Our process embraces value-tilted diversification with long-term market cycles in mind. Please take a brief moment to watch Gary explain it in more detail in this month's video. If you have any questions regarding your individual plan and your investments, please reach out to us. #investments #diversification #financialplanning #garyalpertfinancialstrategies

Our October blog post is here! Ever found yourself in a situation where your options kept shrinking the longer you waited to act? Gary and his wife Wendy experienced just that on a road trip, searching for a last-minute hotel and settling for less-than-ideal accommodations. This got us thinking about financial planning—when you don’t plan ahead, your choices can quickly dwindle during critical moments.In financial planning, relying on luck is risky business. From estate planning to retirement designations, having a clear strategy is essential to protect your family’s future. Read the full story and our latest blog post on our website below to learn how we can help you plan for life’s uncertainties! #FinancialPlanning #PlanningAhead #RetirementPlanning

🎥 We just released our latest 90 Second Snapshot with Gary and Evan! This month we cover the important question: When might it make sense to claim Social Security early? Whether you're navigating health concerns, cash flow needs, or planning for spousal benefits, there are key factors to consider. Please take a minute or two to check out our video for a brief, insightful take on this critical decision! 💡 #FinancialPlanning #SocialSecurity #RetirementPlanning #garyalpertfinancialstrategies

Please take a brief moment to watch our latest 90 Second Snapshot with Gary and Evan! In this month's video we discuss IRA to Roth IRA conversions and the considerations to be aware of when making the decisions to convert or not convert. Next month we will discuss when it makes sense to claim Social Security early so stay tuned! If you would like to learn more about Roth conversions and how they could fit into your financial plan, please reach out to a member of our team! #90SecondSnapshot #financialplanning #financialfreedom #RothIRA #rothconversion #taxplanning

Please take a brief moment to watch our first 90 Second Snapshot with Gary and Evan! Each month and in under 2 minutes, we will highlight a financial planning topic that comes up frequently with our clients. We hope to give you meaningful insight on a variety of planning aspects. In this month's video we discuss timing of retirement plan contributions and employer matches. Next month we will be discussing Traditional IRA to Roth IRA conversions. Stay tuned! If there is a topic you would like us to speak on, please reach out to a member of our team. Enjoy our video! #90SecondSnapshot #financialplanning #financialfreedom #401kcontributions #employermatch

You will love Laurie’s engaging personality and her insights on the college planning process. She will provide helpful advice and specific, actionable steps for you and your family to take each year of high school. Gary will highlight the ins and outs of College Saving Plans as part of your financial plan. Tuesday, April 9 at 2 pm.  Zoom link to be provided upon registration. RSVP to patty@garyalpert.com or register at www.garyalpert.com.  https://lnkd.in/ethYxaDP Laurie Genevish Gary Alpert, CFP® #financialplanning #education

Planning for College and Making Smart Choices April 9 Webinar at 2 p.m. Helping your child find the right program and school is as important as planning for the financial expense. #college #educationplanning #financialplanning

Still time to register for Market Outlook on March 6 at 2 p.m. 💡 analysis of the current economic climate, market trends, and potential opportunities #financialplanning #marketoutlook

"2024 Market Outlook" webinar March 6 at 2 pm EST We are thrilled to announce an exclusive collaboration with Franklin Templeton for our upcoming "2024 Market Outlook" webinar. Date: Wednesday March 6th Time: 2:00 PM EST Platform: Zoom - Link to register https://lnkd.in/ethYxaDP An opportunity to gain insights into market trends and investment strategies for 2024. #financialplanning #marketoutlook