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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

4 Tips for Properly Investing Your 401(k)

January 4, 2019—A s volatile as financial markets have been, you may be finding it challenging to make sense of them lately. When your money is in a tax-sheltered 401(k) or similar company-sponsored retirement plan, things may seem even murkier. Here are 4 practical tips to guide the way.

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Donor Advised Funds

December 7, 2018 - In my last article, I described how the 2017 Tax Cuts and Jobs Act (TCJA) effectively eliminated the ability for most taxpayers to get a tax break on annual charitable contributions. I also shared a strategy for making tax-advantaged charitable contributions with a Qualified Charitable Donation (QCD).

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Protect Your Child From Identity Theft

September 28, 2018 - Unfortunately, I need to share some bad news for parents of minor children: Could someone be using your child’s Social Security Number (SSN) to take out loans, file false tax returns or otherwise sully your angel’s pristine identity?

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Who Do You Trust?

September 14, 2018 — During my 30+ years as a financial professional, I’ve seen a LOT of change. Sometimes it’s breaking news. Sometimes, it’s more subtle. A recent subtle change is unfortunate. Not because of the change itself, but because of the reasons for it.

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