8 Reasons Adding Kids to Your Assets Could Cost You
Do you think adding a child to your assets is a way to avoid probate? Think again. Here are 8 reasons this can lead to legal risks and financial harm.
Preparing for the Future: Estate Settlement Essentials
Allegiant Wealth Strategies Estate Settlement 101 Workshop on May 9 will help you if you’re in the estate planning process or expecting to be a part of someone else’s estate settlement. You’ll learn about the settlement process, from understanding the steps to the roles of legal and financial advisors.
Want to give from the heart and reduce your taxes? Look into QCDs
Discover how a Qualified Charitable Distribution (QCD) can significantly reduce your tax liability and fulfill your philanthropic goals if you're over 70½ with an IRA. Learn the benefits, qualifications, and steps to make a QCD to support your favorite charity while optimizing your income and tax savings.
Hurry! You can still lower your 2023 taxes and boost your IRA
Discover how to lower your 2023 taxes with a last-minute IRA contribution and why maximizing your IRA is crucial for future savings. Learn the limits, benefits, and steps for making contributions to secure a more financially disciplined and prosperous retirement.
Newly Divorced? These 8 Essential Money Tips Are for You
In "Navigating Your Finances After Divorce," Mark Yatros takes you through the pivotal first steps towards financial independence following the end of a marriage. It offers actionable advice on budget realignment, asset management, and goal setting. Readers are guided to view this time as an opportunity for growth, with Allegiant Wealth Strategies of Kalamazoo providing tailored support every step of the way.
Say Goodbye to Your Ex, Not Financial Security
Divorce isn't just an emotional whirlwind; it's a financial turning point. Navigate this critical time with Allegiant Wealth Strategies’ 10-step guide to safeguarding your finances. From asset division to budgeting for your future, we provide tips to stabilize your finances as you start anew.
8 Myths About Financial Advisors You Need to Stop Believing
Debunking common myths, "8 Myths About Financial Advisors You Need to Stop Believing" by Mark Yatros clarifies misconceptions about financial planning services. Yatros, with over three decades in the field, underscores that financial advice is not exclusive to the wealthy and that advisors at Allegiant Wealth Strategies offer personalized strategies for investing, debt management, and long-term financial planning, regardless of your initial net worth.
What You Need to Know About Capital Gains, Losses Before Tax Season
Navigating capital gains and losses can affect your taxes. Battle Creek financial advisor Allegiant Wealth Strategies will analyze your returns to verify gains and losses, potentially cutting tax bills. Uncover missed deductions and optimize your strategy with Kalamazoo financial planner Allegiant Wealth Strategies.
10 Money Moves to Reduce Your 2023 Taxes
Now’s the time to take steps to reduce your 2023 taxes. From maxing out your retirement plan and utilizing the home office deduction to charitable gifts and tax credits, Battle Creek financial planner Allegiant Wealth Strategies offers 10 tax-saving strategies to consider. Reduce 2023 taxes with Kalamazoo financial advisor Allegiant Wealth Strategies.
Navigating Annual Open Enrollment
It's open enrollment season, and making the right choices is critical. Dive into our comprehensive guide to navigate and maximize your benefits. With benefits comprising almost 30% of an average worker's compensation, understanding them is crucial. Confused about which options to pick? You're not alone. Let Allegiant Wealth Strategies help you unravel the complexities of employee benefits and secure your financial future.
Reveal Your Financial Plans During a Family Meeting
Estate planning is not just for the wealthy or elderly; it's a crucial process for everyone, regardless of age, marital or financial status. Once you have an estate plan and have gathered all the necessary information, you should tell your family about your plans during a family meeting. Holding a family meeting allows you to tell everyone at once about your estate plan, your wishes, and your intentions. It will also let you explain your decisions which will reduce hurt feelings and possible conflict among your survivors after you're gone, ensuring a smoother process for your family when the time comes.
Smart Strategies for Financing College Education through Loans
College costs have skyrocketed, making financing higher education a daunting task. Scholarships can help but rarely pay for everything. Loans can help bridge this gap. Federal loans, private loans, and parent loans all have advantages and some disadvantages. Our blog will help you make informed choices.
Are you making common tax mistakes? Watch for these 7 errors
Don't fear tax season! Discover common mistakes to avoid and practical tips for accurate filing. Uncover hidden savings, understand charitable contributions, report retirement withdrawals correctly, and select the right filing status. Contact us at (269) 218-2100 for expert assistance.
Feel Financially Confident: 6 Tips for Budgeting Success
If you have a monthly budget, congratulations – you’re rare! Only 28% of Americans have a written financial plan. Because sticking with your money plan is vital to your financial success, consider the following six tips for budgeting success.
Love and Money: How to Successfully Combine Finances After the Wedding Bells Stop Ringing
Tips for combining finances after marriage: be open, create a joint budget, set spending limits, and discuss long-term goals.
Divorce in your future? Take these 7 steps to prepare
If a couple – or even one-half of a couple – begins to anticipate the end of their marriage, there are 7 steps I suggest they take to prepare for divorce. As a Certified Divorce Financial Analyst® and financial advisor, I guide clients in the midst of a divorce, working with their attorneys to come to settlements that are fair for both spouses.
Want One More 2022 Tax Deduction? Max Out Your IRA Contribution
You can still arrange for an additional deduction on your 2022 taxes by contributing to an existing Individual Retirement Account or opening a new IRA before April 18.
Prepare today for tomorrow's unthinkable
Leave your survivors a legacy of organized finances should you die. Take these steps so you're as prepared should you or your spouse pass away unexpectedly.
5 Simple Steps to Creating Your Budget
You may not have been taught how to create a budget, but you can start now with these 5 simple steps to creating your budget from the financial advisors at Allegiant Wealth Strategies.
Want to be More Financially Confident? Check Out These 9 Tips
The leaves have fallen, the air is colder, and the first snow has fallen. The end of the year is winding down, and we’ll be ushering in 2023 soon. Now is the ideal time to take steps that will make you feel more financially confident in the new year.
Check out our end-of-year financial tips. You’re sure to find one or two (or more) that will help you improve your bottom line.