If you think the amount you’ll pay in income tax is predestined, I have some good news: It’s not! There are steps you can take before the end of the year to reduce your tax burden for 2022 and beyond. Consider employing as many of the following seven tax-planning tips as possible so you can hold on to more of your money.

From budgeting to employee benefits package evaluation to 401(k) asset allocation, our consulting services are available to clients in every life stage. Following are 7 consulting services Allegiant Wealth Strategies offers.

Whatever your dreams, they all have a price tag attached, and creating a comprehensive financial plan will help make them possible. The term comprehensive financial planning may sound intimidating. But, with the right guidance, it doesn’t have to be daunting, and better yet, your comprehensive financial plan will give you a roadmap to making your dreams a reality.

The death of a spouse can be a devastating, life-changing event. And the added pressure of having to settle the estate and organize finances can be overwhelming. Fortunately, there are steps you can take to make dealing with these matters less complicated.

Allegiant Wealth Strategies, financial advisors, often receive questions about how divorce impacts finances. The following are some of the most frequent.

You’ll want to take these 12 hidden costs of homeownership into account in setting your homebuying budget - especially if you’re a first-time homebuyer - financial advisor Mark Yatros says.

Would a Roth IRA help you save money for a secure retirement? How about a SEP IRA or a Traditional IRA? The answer is that each type of individual retirement account has a purpose. The key is figuring out which is right for you.

Scams targeting older Americans are widespread and, unfortunately, still growing. So, if you or someone you know has been targeted by a scam artist trying to steal money or personal information, you're not alone. According to the Senate Special Committee on Aging, older Americans lose an estimated $2.9 billion annually to fraud and exploitation, a number that is probably substantially underreported. 

Cybercrimes are not going away, and cybercriminals’ schemes are getting more sophisticated. But how can you reduce the odds of becoming a victim of cybercrime? Retired FBI Special Agent Jeff Lanza, a cyber security expert, shared a host of valuable suggestions with Allegiant Wealth Strategies.

Unfortunately, many of us who become victims of any information security breach won’t know until someone else tells us. For example, we might get a message or call from a friend asking why we sent that “spammy” email with a link to a free Amazon gift card. Have we been hacked? Spoofed? And how do we prevent it from happening again?

When someone uses your name, credit card, social security number, or other financial information to commit a crime, you are a victim of identity theft. Luckily, you can take steps to make it more difficult for thieves to access your personal data.

The new year is an excellent time to take stock of your finances and resolve to make improvements. This month we’re offering eight suggestions for New Year’s resolutions to help you make 2022 your best financial year yet.

It all begins with an idea.