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.
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.
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.
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.