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.
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.
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.
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.