The Alameda Financial Group

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Will You Pay a Medicare Surcharge?

The standard monthly Part B premium is $185 in 2025, but premiums for both Part B and Part D can vary based on income levels.
Are You Prepared for the High Cost of Dying?

End-of-life care and the death of a loved one not only carry an emotional price tag, but they often impose a substantial financial strain on families.
No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup

Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.
HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act

This article looks at the Fed’s dilemma in setting monetary policy to address slowing employment with rising inflation, and the potential effects of lower rates on businesses and consumers.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Retirement Portfolio Lifespan

How Long Will Your Funds Last?
Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.
Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.