Valerie Delp at Aloha Financial LLC

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Valerie Delp at Aloha Financial LLC I am a financial advisor with Aloha Financial, and am here to help with your financial goals in retirement, asset accumulation, and insuring against risks.

10/16/2026

If you begin receiving benefits at your full retirement age (66 to 67, depending on your year of birth), your spousal benefit is equal to 50% of your ex-spouse's full retirement benefit (or disability benefit). For example, if your ex-spouse's benefit at full retirement age is $1,500, then your spou...

10/15/2026

See key market data for the week ending October 9, 2026.

10/14/2026

For retirement plan sponsors, fee benchmarking can seem deceptively simple. Put provider A next to provider B, compare the numbers, and identify the lower-cost option.

10/13/2026

For defined contribution (DC) plan committees, target-date funds remain the default investment workhorse. They continue to dominate qualified default investment alternative (QDIA) selections and, for many participants, represent the entirety of their retirement strategy.

10/12/2026

Find out more

10/09/2026

A benchmarking review helps plan sponsors evaluate whether their retirement plan's fees, services, investments, and fiduciary support remain reasonable, competitive, and aligned with participant needs.

10/08/2026

In the closing days of calendar year 2015, Congress passed the Consolidated Appropriations Act, 2016, a massive spending bill that kept the federal government funded for fiscal year 2016. Signed into law on December 18, 2015, the legislation included the Protecting Americans from Tax Hikes (PATH) Ac...

10/07/2026

If you are like many working people with children, you commonly pay for your child-care costs out of current cash flow, including income from salaries, tips, investments, and other sources. Child care is part of your regular monthly expenses and generally cannot be avoided. However, some methods are...

10/06/2026

Each year Medicare offers an opportunity to review coverage options and make changes.

10/05/2026

The latest quarterly market review is available.

Address

1920 Van Reed Road
Reading, PA
19610

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Telephone

+14845095892

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