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February 13, 2010 |
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,
Wishing you a very Happy Valentine's Day!
As always, we enjoy hearing from you. To provide feedback, simply
email us.
Best,
John A. Frisch, CPA/PFS, CFP
President & Founder |
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Should You Be a Borrower or Lender? |
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As lending requirements stay relatively tight for most consumers, the chance of borrowing outside the banking system from family or friends can be attractive. After all, it is rare to see a parent or sibling demand a credit check or other lengthy documentation.
On the other hand, it could be one of the most dangerous financial transactions you ever make simply because money can drive a wedge between relatives in even the closest of families.
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ROTH IRA Conversion |
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There's been plenty of talk lately about ROTH Conversions. If you are an AWA client with a Traditional IRA, we are currently reviewing your account to determine if a ROTH conversion is right for you. Expect to hear from us in the near future.
If you are not a client, you may want to review the following article entitled Roth IRA Conversions Planning for New Opportunities.
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Long Term Care Wishes |
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In the best of all situations, helping an older relative or a parent plan for long-term care and other end-of-life issues happens when they are healthy and various options can be considered with adequate time to do so. Unfortunately, events can sometimes intervene and make assistance a need for an elder an emergency.
This is why it is so important for adult children and younger relatives to gather up the courage and preparation to begin a series of important conversations when elders are healthy. Once stricken, older relatives may be unable to understand questions or express their wishes in proper detail. If there is no plan, family members grasp at responsibilities or shirk them without any idea of what the older relative would really want.
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| About Us: Located in Woodbridge, VA, Alliant Wealth Advisors (formerly Millennium Capital Management Corp) was founded to help a select group of families achieve all that is important to them financially. To achieve our mission we use a consultative wealth management process, which includes both investment consulting and advanced planning. Our approach assumes that every client is unique; every client has varying needs and objectives; and no two clients share the same risk tolerances, time horizons and dreams. In addition to providing our expertise we work with clients' existing advisors and, where there is a gap to fill, we use our own outside experts in the fields of tax, legal and high-end Insurance. |
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