Blog – Alpha Omega Wealth

Let me tell you why the sale is secondary. I’ve...

The Sale is Secondary

Some say that TERM LIFE INSURANCE is the best deal....

How About Term Life Insurance? Isn’t it the best deal?

January 29, 2021

First of all, no one is a fiduciary because of...

Fiduciary or No Fiduciary?

January 22, 2021

I wanted to spend a few minutes talking about a...

Why Should I Pay Interest on My Own Money?

January 5, 2021

“American Traitor” by Brad Taylor “Beauty Memory Unity: A Theory...

26 Books to Read in 2021

The Power of Zero – The Tax Train is Coming Movie Premier

August 24, 2018

You may not be in the path of a storm...

5 Tips to Protect Your Finances Before Natural Disasters

Although there is not a strategy or financial plan that...

Your Guide to Not Going Broke: 3 Financial Mistakes to Avoid

If you love all your children equally, then splitting inheritance...

I Love My Kids Equally, But I Am Splitting Inheritance with Them Unequally – Is that OK?

It’s mind-boggling that the majority of people don’t think about...

The 5 D’s to Make Saving for Retirement Easy

You have hired a financial advisor: now what? It might...

What Happens When You Disagree with Your Financial Advisor?

You have hired a financial advisor, now what? It might...

What Exactly Do Financial Advisors Help With?

When thinking about wealth, one of the most important things...

Importance of Independent Thinking and Sound Financial Advice

It’s five months into 2018, and you’re worried that you...

What 2018 Means for Your Finances

Becoming your own banker does not have to be a...

Taking Back Control of Your Money

When you begin thinking about private wealth management and financial...

Principle 2: See The Big Picture

Focusing on Cash Flow Leads to Financial Prosperity

Make Better Decisions by Measuring Your Opportunity Costs

February 26, 2018

Have You Heard about Long-term Financial Preparation with Infinite Banking?

February 26, 2018

6 Steps to Building a Better Budget

February 19, 2018

From operating without defined financial goals to putting your kids’...

Common Financial Planning Mistakes and How to Avoid Them

January 30, 2018

So What Do You Know About the Stock Market?

January 30, 2018

Women and Wealth: Take Command of Future by Preparing for It

December 13, 2017

Find Your Financial Way in 2018 by Asking Yourself These 3 Questions

November 1, 2017

Are You Setting Up Your Successor for Success?

October 25, 2017

2017 seems to have passed in a flurry of activity....

Start the New Year on the Right Financial Foot

October 25, 2017

Planning for your children’s future can feel daunting. Fortunately, a...

Family Planning: How Are You Going to Pay for College?

October 18, 2017

As a team of entrepreneurs and members of the local...

3 Things You Can Do to Grow Your Small Business Today

September 27, 2017

There’s a problem with money, and it’s not that you...

Build Your Financial Future with the 12 Principles of Prosperity

September 18, 2017

As financial professionals, community leaders, educators, and philanthropists,...

Do I Need a Financial Planner?

September 7, 2017

When it comes to promising a particular rate of return...

Joe’s Thoughts on Rate of Return and Asset Allocation

August 16, 2017

In today’s rapidly changing world, the power of technology and...

Do You Know How to Manage and Protect Your Financial Assets?

Although living debt-free is a possibility for some, it is...

Infinite Banking 102: Good Debt vs. Bad Debt

With spring and summer in full swing, chances are...

Tips on How to Save before, during and after Vacation

If you have your own family or you’re considering starting...

Tips from a Financial Planner: Life Insurance and the Unknown

With Tax Day fast approaching, many families are looking forward...

Why You Shouldn’t Celebrate a Big Return This Tax Season

It may seem simple, but mastering the rule of living...

Infinite Banking 101: Unlocking the Key to Prosperity Economics

We know managing the financial needs of your family’s present...

Infinite Banking 101: Making Interest and Cash Flow Work for You

Have you ever wondered what would happen if all money...

Income Protection: How to Protect Your Biggest Asset

A common misconception clients have is that they must be...

Financial Preparation: Knowing Your Assets and Liabilities

We do what we do in order to set you...

Our Services: Business Succession Planning

At Alpha Omega Wealth, we are in the business of...

Our Services: Generational Wealth and Legacy

Earning money long after you actually put out effort is...

Multiply Your Money: Residual Income

At Alpha Omega Wealth, we want to do everything we...

Why Use a Cash Flow Analysis Calculator

What Kind of Rate of Return Can I Get?

February 22, 2017

The term “real estate investment” can be intimidating. It brings...

Multiply Your Money: Real Estate Investment

February 15, 2017

A main pillar of all financial preparation is saving for...

Financial Preparation: Retirement

February 15, 2017

You can get all of the financial preparation and advice...

Financial Hesitation is Costly

February 8, 2017

The first step of most financial preparation processes is debt...

Debt Reduction through Infinite Banking

February 1, 2017

If you have a baby on the way or are...

Financial Preparation: Having a Baby

February 1, 2017

44.2 million Americans are working through student debt right now....

Student Loan Repayment Plans

January 18, 2017

Joe Pantozzi, CEO and founder of Alpha Omega Wealth, shares...

Get to Know Joe Pantozzi, CEO and Founder of Alpha Omega Wealth

January 18, 2017

Buying your first home can be intimidating, even overwhelming at...

Financial Preparation: Buying Your First Home

January 12, 2017

If you’ve perused our website or maybe done a little...

What is Infinite Banking?

January 4, 2017

Traditional financial planning is used to form a strategy for...

Exploring Prosperity Economics

January 4, 2017

January is an inspired time of year! This is when...

Ways to Keep Financial Planning Resolutions throughout 2017

December 28, 2016

Alpha Omega Wealth is in the business of changing lives....

Private Wealth Management Calculators

December 21, 2016

At Alpha Omega Wealth, we don’t focus private wealth management...

Get to know the 529 College Savings Plan

December 14, 2016

One of the first things we asses when developing an...

Are You Vulnerable to Personal Liability?

December 7, 2016

Here at Alpha Omega Wealth, we want to work with...

Top 5 Books about Private Wealth Management

December 7, 2016

The method we use here at Alpha Omega Wealth is...

Our Method for Private Wealth Management

November 30, 2016

Our goal at Alpha Omega Wealth is to not only...

Helpful Tips for Saving Money

November 22, 2016

Whether it’s investing, purchasing, or planning for the future, having...

Tips for Creating an Effective Budget

September 8, 2016

Gaining all relevant knowledge about wealth and planning out your...

Actions Drive Wealth, Hesitation Costs Money

August 31, 2016

Developing and growing a portfolio of financial wealth is only...

A Legacy That Extends Beyond Financial Wealth

August 24, 2016

When it comes to finances and spending, the average person...

Break away from the Majority with Financial Prosperity

August 17, 2016

When it comes to financial planning, many people underestimate the...

5 Clever Ways to Save More Money

August 10, 2016

Here at Alpha Omega Wealth, we are passionate about personal...

Why It’s Best to Live Beneath Your Means

Alpha Omega Wealth is one of the best wealth management...

Tips for Making Your Money Multiply

As one of the best wealth management firms in Las...

Why Your Money Should Move

November 13, 2015

It’s All About How You THINK

October 29, 2015

Financial planners are ignoring the elephant in the room. My...

The Elephant In The Room That People Aren’t Talking About

October 22, 2015

Every so often I feel the need to assess and...

Alpha Omega Wealth: ALWAYS Under Construction

October 15, 2015

This week I began (and yes, celebrate) my fortieth year...

It’s Always Time For Gratitude!

October 8, 2015

… Looking at your finances from a spiritual perspective We...

Where Do You Find Your Financial True North?

October 1, 2015

You owe it to yourself to review your options....

How Long Have You Been “Renting” Your Life Insurance?

September 24, 2015

I spoke with you a couple weeks ago on the...

Buy Term and Invest the Difference in…

September 17, 2015

A few weeks ago a good client of mine, Debby,...

The Last Summer With Your Daughter

September 10, 2015

How often have you read this HEADLINE: Don’t buy cash...

What Banks Do With Your Money… That You Can Do Too

September 3, 2015

Hey Folks, I was listening to Dave Ramsey, my favorite...

Mrs. Dave Ramsey Doesn’t Want Dave To Follow His Own Advice

August 28, 2015

Throw a stone in any direction and you will hit...

Prevailing Theories On Your Money

Think about the amount of Life Insurance that you own...

Life Insurance. Is it really Capital?

I understand that when President Obama took the oath of office...

Spending at the speed of light

Whether you’re a financial professional or a consumer/investor, Ask yourself...

What Do We Really Know About Our Clients?

October 23, 2012

I read with interest STOP TO PAYMENTS… BOOST TO ECONOMY...

Another View On Strategic Defaults

September 29, 2012

Which Strategy is Best ? Before we get to that,...

Sale – Short sale – Default – Walk away?

September 22, 2012

So Mitt Romney only paid 15.4% in federal income tax,...

Is it the rate? Or the volume?

thoughts

February 19, 2012

Is your insurance guaranteed? Or dependent on some market?

February 16, 2012

The Seen and the Unseen

October 10, 2011

You died last night

September 21, 2011

The size of our government

Support SB-348

January 15, 2011

Life Insurance Formula ?

December 31, 2010

Happy, Healthy and Blessed New Year to You !!

December 16, 2010

Investment-grade Life Insurance versus 401(k)

December 15, 2010

Tell me “THE PLAN” !!

November 29, 2010

Banks dangerous?

November 13, 2010

Live By The Sword … blah blah blah

November 11, 2010

Welcome to my inaugural blog !!

Representatives offer products and services using the following business names: Alpha Omega Wealth – insurance and
financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | The
Ascent Group, LLC – investment advisory services. AIC is not affiliated with Alpha Omega Wealth, The Ascent Group,
LLC, or any other entity mentioned herein.
Products and services are limited to residents of states where the representative is registered. This is not an offer of
securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request
a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact
you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your
tax advisor or attorney regarding your situation.

© 2021 Alpha Omega Wealth. All rights reserved. | Privacy Policy