The Alin Financial Group

Uncover the secrets of Tax-Loss Harvesting. Explore our new article to find out how to unlock the potential of this tax strategy.

What You Need to Know about Tax-Loss Harvesting While tax-loss harvesting won't eliminate your taxes, it may offset what you owe on your taxable investment accounts.

This Monthly Recap summarizes market performance, major events and news from May 2026. Read more here:

May 2026 Monthly Recap U.S. stocks extended gains in May, with the S&P 500 ending the month with seven straight daily gains and its ninth consecutive weekly gain, its longest winning…

Preserving wealth is about more than protecting dollars; it’s about creating habits that allow your resources to endure and serve a purpose. These six practices can support you in preserving and extending your wealth across generations.

6 Habits to Help Preserve and Encourage Generational Wealth Six essential financial habits to protect wealth and create a legacy that lasts for generations.

Markets are riding a nine-week rally, but a data-heavy week will test that momentum. With PMIs, job openings, and the May jobs report in focus, we are watching labor strength and inflation signals closely. The question: can the rally continue, or does volatility return? See what Chief Market Strategist Brian Klimke thinks in .

The Week Ahead | Cetera “Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Federal Capital Gains Tax Estimator Estimate your potential federal capital gains tax liability on the sale of an asset.

A quiet week for data, but Thursday’s PCE report still matters. Inflation is expected to remain above the Fed’s target. But the bigger driver? Geopolitics—especially in the Middle East. See why Chief Market Strategist Brian Klimke says markets may take cues from headlines, not data, in .

The Week Ahead | Cetera “Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

Tax diversification means spreading your retirement savings across accounts with different tax treatments—like taxable, tax-deferred, and tax-free. Discover how this strategy can help balance your withdrawals and potentially reduce your tax burden.

Building a Plan: Tax Strategies for Retirement Income Ready to live your ideal retirement? Learn tax-efficient withdrawal strategies to help make your savings work harder for you.

A special needs trust can help care for a special needs child, even after you’re gone.

When Special Care Is Needed: The Special Needs Trust A special needs trust helps care for a special needs child when you’re gone.

Read the latest issue of Financial Watch here:

Financial Watch | May 2026 When basic money management principles such as saving, spending, earning, and giving are taught at an early age children are more likely to grow into teens and…

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

What Is a 1035 Exchange? 1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.