Investor Education

Investor Education

Guiding Clients to a Lifetime of Good Decisions

Crafting a Foundation for Lasting Income in Retirement

In this exploration, we’ll delve into the art of income planning beyond retirement—a strategic composition not just to make your money last but to construct a financial foundation for a lifetime.

2024 Planning Guide

A quick-reference of 2024 tax rates, savings and retirement contributions, as well as Social Security and Medicare figures.

Sustainable Withdrawal Rates

How much can you safely withdraw from your retirement accounts?

Transitioning a Business

Issues to consider when management and ownership change.

2023 Planning Guide

A quick reference of 2023 tax rates, savings and retirement contributions, as well as Social Security and Medicare figures.

2023 Periodic Returns of Investing

A useful table to see how different sectors of the economy performed, all graphically displayed in a quilt pattern. Past performance is indeed not indicative of future performance.

Cash Management Strategies

Many people want guaranteed access to funds with little to no notice, but an ongoing challenge is investing funds that are set aside as cash.

Smart Money Moves

In a financial landscape where interest rates on savings accounts are enticingly high, the decision between paying down debt or stashing cash becomes more intricate.

Disaster Waiting to Happen or Disaster Averted; You Choose

While it is essential to plan for dramatic possibilities and cataclysmic events, there are far less newsworthy, yet much more likely “disasters” that can impact us in adverse ways.

Exchange Traded Funds: Investing Mistakes

ETFs can be a powerful tool and are a welcome evolution from mutual funds if certain mistakes are avoided.

Understanding the Nuances in Investment Performance

Measuring investment performance is an art, not a science.

Exchange Traded Funds (ETFs) Investing

Seven Insights Every Investor Needs to Know

The Search for Investment Income

Can you safely earn 8% income per year from your portfolio?

Financial Literacy Building Blocks for Kids

Now, more than ever, it is essential to teach financial literacy skills to our children.

Debt or Equity

Which is the best way to raise capital for your business?

Client Relationship Summary

Required disclosures form by Albion Financial Group

Our Services


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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