Alpha 3 Wealth Management

08/12/2026

Legacy planning isn't just for the wealthy.

It's for anyone who wants their story, their values, and their hard work to matter beyond their lifetime.

A few questions worth asking:

• Have you named who inherits what?
• Do your loved ones understand your intentions?
• Is your plan built to adapt as life changes?

If you're not sure, that's exactly where a conversation can help.

Let’s get your legacy back on track: https://www.alpha3wealth.com/contact

08/10/2026

Thanks to the generosity of our sponsors, clients, friends, and family, we raised over $27,000 this year in support of Newby-ginnings of North Idaho, Inc. and the veterans they serve.

None of this would be possible without your continued support.

Thank you for standing with us in purpose!

08/07/2026

Multiple jobs usually means multiple retirement accounts, scattered across old employers and easy to lose track of.

A few things worth knowing:

• Old 401ks can carry higher fees than you realize
• Investment options may be outdated or limited
• Bringing accounts together can simplify your strategy and bring clarity to your goals

If it's been a while since you checked in on these accounts, now is a good time. https://www.alpha3wealth.com/contact

08/05/2026

A legacy is more than a number on a balance sheet.

It's the values, the stories, and the lessons that outlast us.

Legacy planning helps you pass down more than assets. It helps you pass down purpose.

If it's been a while since you've thought about what you're really leaving behind, now's a good time to start.

Schedule a Call https://www.alpha3wealth.com/contact

07/31/2026

This summer is shaping up to be one of the best in recent memory. One highlight was a Father’s Day trip to Chicago to visit my two brothers and their families. They’ve called Evanston home for years, and it’s easy to see why, the Lake Michigan shoreline on Chicago’s north side is a little slice of heaven.

Of course, I may be biased. Between my brothers, I have five nieces, and getting to spend time with all of them is always special. My brothers also know how to show me a great time in Chicago. We took the train downtown to catch a USA World Cup game, packed into a bar with what felt like half the country, and watched our guys pull off a win. Afterward, we grabbed drinks along the newly renovated Chicago Riverwalk, watched the boats go by, and finished the day with a Marcus King Band show at the old Morton Salt factory. Not bad for one day! On Father’s Day, two of my nieces took their dad golfing, and I got to tag along. It poured rain the entire round, but we didn’t care, we had a blast.

Last winter, I told myself that when summer arrived, I was going to make the most of it, and that’s exactly what I’m doing. There’s nothing more important or fulfilling than spending time with family and friends, especially those we don’t get to see often. With everything happening in the world, those moments are a reminder of what really matters and that we’re all part of something bigger than ourselves.

So get out there and make the time while you can. You won’t regret it.
- Evan Harris

07/31/2026

In our latest one-minute video, we share a mid-year look at Idaho's economy, cost-of-living trends, and what they could mean for your financial plan. Watch the video, then read our full blog for a deeper look at the trends shaping household finances in 2026.

Watch the one-minute video

07/27/2026

Retirement is supposed to be about freedom, not fine print.

Without a plan, taxes can quietly chip away at the nest egg you spent decades building.

The good news?

A few smart moves now can help you keep more of what's yours later.

Read our latest blog to learn more, then download our free Tax Strategies Worksheet to identify planning opportunities. https://www.alpha3wealth.com/blog/tax-smart-retirement-strategies

07/23/2026

Before you officially retire, there are a few big decisions worth thinking through:

• When to start taking income
• How to handle healthcare and Medicare
• What to do with a 401(k) or old retirement accounts
• How taxes will affect your withdrawals
• What your day to day will look like

None of these have a one size fits all answer. That's where a second set of eyes can help.

Schedule A Call Today: https://www.alpha3wealth.com/contact

07/21/2026

Long-term care planning is about more than insurance. It's about protecting your future choices, your retirement, and the people you care about most. Many people will need some form of care as they age, but there isn't a one-size-fits-all solution. Watch our latest video to learn about the options available and how planning ahead can help create more confidence for tomorrow.

Watch this 1-Minute Video

07/17/2026

Q2 brought strong market performance, but what does it mean for your financial plan moving forward? In our latest market update, we highlight key economic trends, market insights, and what investors should be watching in the months ahead. Take a few minutes to understand where markets stand today and how it may impact your long-term strategy.

What savvy investors are watching now