White Papers

White Papers

Guiding Clients to a Lifetime of Good Decisions

2019 Planning Guide

A quick reference of 2019 tax rates, savings and retirement contributions, as well as Social Security and Medicare figures.

2018 Planning Guide

A quick reference for 2018 tax rates, savings and retirement contributions, as well as Social Security and Medicare figures.

2017 Planning Guide

A quick reference for 2017 tax rates, savings and retirement contributions, as well as Social Security and Medicare figures.

Financial Literacy Building Blocks for Kids

Now, more than ever, it is essential to teach financial literacy skills to our children.
Article written by Sarah Bird

2016 Planning Guide

A quick reference for 2016 tax rates, savings and retirement contributions, as well as Social Security and Medicare figures.

Understanding the Nuances in Investment Performance

Measuring investment performance is an art, not a science.
Article written by Jason Ware

Our Services

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Financial Advising

A secure financial future is obtained through clearly stated goals and attention to the many components of your financial life. Albion works to understand your personal financial and lifetime goals. Our objective is to help you make a series of good financial decisions year after year.

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Investment Management

Goals, timing, and risk tolerance—they’re different for each client. We believe in listening. We believe in doing the right thing. And as a fiduciary with a fee-only compensation structure, there’s no pressure to do anything but what’s right for each client.

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