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COVID-19 Update

Alliant Wealth Advisors is an "essential business" under Virginia state law and we remain fully operational during the COVID-19 crisis.

To keep our clients, staff and colleagues safe we are currently holding all meetings via video conferencing. And we are alternating a small number of staff in our office while the majority serve you from their home.

Speaking of our office. Our headquarters in Prince William will relocate to the Signal Hill Professional Center at 9161 Liberia Avenue, Suite 100, Manassas, VA 20110 effective Monday, April 20, 2020.

Whether we are virtual or in person, we are here for you. Please keep safe.

Best Regards,

John Frisch, CPA/PFS, CFP®, AIF®, PPC®

President

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Family Wealth

Revisiting Your Beneficiary Designations (Part 2)

September 24, 2021

In the first article of this two-part series, we covered why it’s important to name and periodically review the beneficiary designations for your retirement accounts and insurance policies. Now let’s take a look at who you should select and how to ensure your designations match your current wishes.

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Revisiting Your Beneficiary Designations (Part 1)

September 10, 2021

If you’re like most people, the last time you thought about your designated beneficiaries was when you set up your retirement accounts or life insurance policies. But while you might think of this as a ‘set it and forget it’ decision, there are many reasons you should review and update a beneficiary designation regularly. Here’s why.

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Understanding Inflation, Part 1: Are Concerns About Inflation Overinflated?

July 30, 2021

Since the stock market has been doing pretty well lately, I suppose we’ve had to find something else to worry about. For many investors, that “something” is inflation.

Recent headlines have suggested it may be time to brace for higher inflation, or the rate at which your cash is losing its purchasing power over time. The Consumer Price Index (CPI) is our general measure of rising or falling prices, which in turn drives inflation rates up or down. Lately, the CPI has been on the rise. But before you read too much into the news, here are a few things to remember:

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