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Happy New Year!

All of us at Alpha Beta Gamma Wealth Management look forward to serving you and your family in the upcoming year, and we are committed to finding the best strategies for every economic condition. Let’s schedule your annual review! If you are not a client yet, but are looking for new or alternative ideas for your retirement plan, call us for a complimentary consultation at (561) 207-6399.
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Long-term care—what are your options?

  No one wants to think about the fact that they may become unable to care for themselves someday, but the truth is that more than 50%1 of people 65 or older are estimated to need long-term or nursing care at some point. Costs for long-term care vary by state. The average cost2 of a semi-private room in a nursing care facility was more than $7,000 per month in 2017; in Florida it’s closer to $8,000. Nursing home care for just two years could be upwards of $190,000. Multiply that out by realistic longevity projections.3 If you have already reached
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18 New Year’s Resolution Ideas for 2018.

If year-after-year you find yourself making the same boring and unattained New Year’s Resolutions, we offer you some new goals you can try for 2018. Cheers, and Happy New Year!   1. Write a business plan. If you’ve been thinking about turning that hobby into a business for years, or have a dream that has never quite gotten off the ground, try writing your ideas into a business plan format. You may be surprised and energized! 2. Schedule all your medical checkups. If you always put off doctor visits, try scheduling your yearly physical and your two dentist visits at
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7 Financial Tips for the Holidays

The most “wonderful time of the year” isn’t always so wonderful if you overspend. And it can happen to the best of us. Retailers start plying the public with their Christmas wares pre-Halloween, for good reason. People spend more during the holiday season than any other time of year. And this year, according to the National Retail Federation, retailers expect consumers to spend an average of $967 per person. But all that spending comes at a cost. Even more than being uncertain about gift choices, running out of time or worrying about their health and waistline, 47% of people say
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Hurricane Irma preparations

It was a week ago that I penned a blog about the economic impacts of Hurricane Harvey.  This evening, following the modification to the several hurricane models, I find myself having contact the members of the “Alpha Team” and implementing “Stage 1” of our hurricane preparedness plan.   As you can see from the chart below, we are “hopeful” that one of the outlying tracks will be Irma’s course, but, we’re realistic enough to know that it’s time to make serious preparations for this hurricane. One of the incredible developments that we have welcomed with our conversion two months ago, has
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