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The Stages of Inheriting

Share   We’ve all imagined what it would be like to inherit money from a long lost relative at some point. You may even know exactly what you’d spend the money on when it hits your bank account,...

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Inheriting an IRA

Share Inheritance is a complicated thing. There are often emotions that surround your recent loss and you might feel unsure about what you’re supposed to do with your newfound wealth. Inheritance can...

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Passing Assets Along Efficiently

Share Many adults have experienced inheritance. Unfortunately, receiving an inheritance isn’t always a smooth event. There are so many things that can go wrong that extend the process of executing a...

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HSA v FSA

Share With open enrollment season, it’s time to go over your workplace benefits. Specifically, we need to have a discussion about two workplace accounts you may or may not be using – the HSA and the...

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The Importance of Life Insurance

Share Many Allegiant Financial Planning clients are currently pregnant or are looking to start their families soon. One conversation that keeps coming up focuses on life insurance. There are so many...

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Retirement Savings Channels

Share I’m sure you have heard the saying “If you love what you do, you’ll never work a day in your life.” This sentiment reflects the mindset of many people who have started their own businesses and...

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Estimated Taxes

Share Starting your own business comes with many exciting steps: deciding on a name, making a logo, designing a website, and doing work that you love. But as a new business owner, there are many...

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Emergency Funds

Share When you start a business you will have many responsibilities on your plate. Navigating the challenges and joys of working for yourself is a process, one that takes trial and error to get right....

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Hiring

Share An Entrepreneur’s Guide: Hiring Owning a business is both fun and a lot of work at the same time. From managing customers to building your brand to keeping your administrative work flowing, you...

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Separating Business and Personal Finances

Share   If you are self-employed, you are your business. Everything and everyone tells you that when you sell your services or products you are really selling yourself. Your personality and expertise...

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