These 5 QCD Mistakes Could Cost You Lots of Money
Avoid costly mistakes with your Qualified Charitable Distributions (QCDs). Discover how to maximize your donations and tax benefits effectively.
Reduce your 2024 tax bill: Make an IRA contribution now
Maximize your tax savings by contributing to an IRA now. Discover the differences between traditional and Roth IRAs and how they can benefit you.
Watch out for these sneaky, budget-busting wedding fees
Avoid unexpected wedding expenses with our tips on managing hidden fees like vendor charges and gratuities. Plan smarter for your big day.
Love Is Priceless, But Weddings Aren't: 7 Steps to Saving Money on Your Big Day
Plan a beautiful wedding without breaking the bank. Get tips on budgeting wisely and making every dollar count for your big day.
Achieve Financial Fitness: Your New Year's Money Resolution
Start the New Year by boosting your financial health. Follow our step-by-step guide to evaluate, plan, and achieve your money resolutions.
9 Tips to Raise Financially Smart Kids
Teach your children the value of money early. Learn practical tips to introduce budgeting, saving, and giving back in ways that stick.
Smart Strategies to Maximize Your Charitable Deductions
Boost your tax savings with strategic charitable giving. Learn to use donor-advised funds and appreciate asset donations effectively.
Reduce Your Taxes with Tax-Loss Harvesting
Optimize your investment returns and reduce taxes with strategic tax-loss harvesting. Discover how to implement this effective tax-saving strategy.
Smart Year-End Gifting: Tax Strategies for Passing Wealth to Family
Maximize your holiday gift-giving with tax-efficient strategies. Learn about annual exclusions, trusts, and charitable giving to benefit your estate.
7 Strategies to Reduce Your Business Taxes
Reduce your business tax bill with strategic planning. Discover seven ways to maximize deductions and credits effectively.
Retiring Early? Here’s How to Keep Your Health Insurance Affordable
Discover strategies to lower healthcare costs in retirement with Allegiant Wealth Strategies. Maximize ACA tax credits and manage income efficiently.
Cash HSA vs. Investment HSA – What You Need to Know
Maximize retirement savings with an HSA. Discover the difference between cash and investment HSAs and grow your funds tax-free with Allegiant Wealth Strategies.
4 Smart Investment Strategies to Boost Your Child's College Fund
Discover four smart strategies for saving for college, including 529 plans, Coverdell ESAs, and Roth IRAs. Get started today with expert tips from Allegiant Wealth Strategies.
Parents' Guide to FAFSA: What You Need Before You Begin
Prepare for the FAFSA by gathering essential documents ahead of time. This blog helps streamline the process, ensuring you maximize your financial aid.
9 Reasons You Need a Financial Plan
Discover the benefits of having a financial plan. From emergency funds to investment strategies, learn how to secure your finances with a financial planner.
9 Essential Steps to Choosing Your Ideal Financial Advisor
Discover the 9 key steps to finding the right financial advisor with Allegiant Wealth Strategies blog. Boost your retirement savings with a wealth advisor.
These 6 Common Tax Return Mistakes Could Cost You
Discover the six most common tax return mistakes that could drain your wallet. From missing deductions to incorrect form entries, this guide offers vital tips to ensure your taxes are filed accurately and efficiently, maximizing your potential refunds and minimizing errors.
9 Tax Changes Coming in 2026 and How to Prepare
Uncover the major tax adjustments set for 2026 with the sunset of the Tax Cuts and Jobs Act. This guide offers expert strategies to mitigate higher taxes and reduced deductions, ensuring you're prepared for the upcoming financial shifts.
Money Personalities: Why You May Be Overspending
Understanding your money personality can help you manage finances better. Allegiant Wealth Strategies of Battle Creek discusses common money personalities and how to control overspending. Learn how to adjust your budget to suit your financial goals and prevent financial pitfalls. Discover strategies to save more effectively and make smarter spending choices tailored to your money personality.
Why You Should Review Your Priority Spending Every 6 Months
Regularly reviewing your finances is crucial for maintaining control over your budget (priority spending) and ensuring your money is allocated to what truly matters. Allegiant Wealth Strategies of Kalamazoo recommends conducting a financial review every 6 months and after major life events like getting a new job or buying a house. This helps adjust your spending to align with your current needs and goals.