x

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

  • Blog
    Our Blog

Family Wealth

Parents: Do You Save for College or Retirement?

Unless you’ve got a child prodigy or incredible wealth, most parents must choose which to save for first: higher education or retirement. Ideally, you have enough for both. But what if you don’t? I would suggest even the most loving parents should first fund their own retirement.

Continue Reading

Year End Tax Tips Continued – 3 Tips for Itemizing Your Charitable Giving

As we approach year-end, I share my final commentary on tax planning in the era of the Tax Cuts and Jobs Act (TCJA). Last time, I covered why it’s now difficult to claim itemized deductions for many taxpayers. Today I offer hope for those charitably inclined. If you are still making meaningful charitable contributions, but find the TCJA makes it more difficult to write off those donations, here are 3 ways you may still be able to write off your charitable giving anyway.

Continue Reading

Year End Tax Tips Continued – Standard vs. Itemized Deduction

I’ve been on a roll lately, encouraging readers to revisit their tax planning in light of the Tax Cuts and Jobs Act (TCJA), which went into effect last year. Today, I’ll cover why it’s become so difficult to claim itemized deductions, and what that means to you. After that, I’ll cover how those who are charitably inclined might still be able to periodically itemize their deductions, with a bit of proper planning.

Continue Reading

College-Bound Kids? It’s Time to Apply for FAFSA

Are you or your kids planning to head off to college during the 2020–2021 academic year? The good news is, the U.S. Department of Education’s Free Application for Federal Student Aid (FAFSA®) makes it relatively easy to apply for federal and state, and many institutions’ financial aid opportunities in a single session. This “one-stop shopping” certainly beats having to submit separate applications for each source of funding!

Continue Reading

Trending Personal Finance News

white