by Almega Wealth Management | Oct 1, 2023 | Advanced Planning, Financial Planning, Tax Planning
529 plans have long been recognized as a valuable tool for saving for higher education expenses. However, there is a lot more to these tax-favored accounts than meets the eye. In this comprehensive guide, we delve into the advanced 529 planning strategies and...
by Almega Wealth Management | Sep 26, 2023 | Wealth Management
The implications of financial advisor fee structures significantly impact the nature and integrity of the advice provided, potentially influencing portfolio performance, long-term financial objectives, and overall return on investments. The selection of a financial...
by Almega Wealth Management | May 24, 2023 | Advanced Planning, Wealth Protection
When you apply for life insurance, you’re generally required to undergo a life insurance medical exam. The examiner will record your height and weight, take your blood pressure, collect blood and urine samples, and confirm your answers on...
by Almega Wealth Management | Jan 14, 2023 | Press Releases
Almega Wealth Management is pleased to announce the formal addition of Scott Braddock. He will be working in our new Raleigh, North Carolina office. Bryan and Scott met in August 2021 and quickly formed a working relationship and friendship. Scott brings a deep...
by Almega Wealth Management | Mar 12, 2022 | Advanced Planning, Financial Planning, Investment Management, Press Releases, Relationship Management, Retirement Planning, Wealth Management
The National Association of Personal Financial Advisors (NAPFA) is the premiere organization of fee-only financial advisors in the United States. To be recognized as a NAPFA-Registered Financial Advisor you must (1) be a Certified Financial Planner (CFP) or Personal...
