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.
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.
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.