Helping You Plan Your Financial Future

ALIANT Financial Services is a full-service organization specializing in investing, retirement, estate planning and wealth preservation.

As personal financial professionals, we can:

  • Help individuals and businesses clarify and define goals
  • Recommend solutions that fit your needs
  • Deliver timely information
  • Explain how the changing financial conditions affect you
  • Monitor your financial progress
  • Make investment planning easier

Feel free to browse our site.  You'll find a variety of articles, calculators, and research reports that we hope will answer your questions and stimulate your interest.  You will also find more information about our organization, associates and services.

If you have any questions, please call us at 1-866-888-8330 or e-mail us at AFS@sterneagee.com.  We will be happy to help and we look forward to talking with you.

  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.

  • iMoney

    iMoney

    Ideas to help simplify everyday finances.

  • Glossary

    Glossary

    Financial terms from A to Z.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Savings Accumulation

Estimate the future value of your current savings.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators →

Understanding the Appeal of Mutual Funds for High-Income Households

Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

Pick Up This Split for Long-Term Retirement Income

The number of Americans aged 90 or older almost tripled from 1980 through 2010 and is projected to quadruple by 2050. As people live longer they may need to fund a longer-than-expected retirement. This article discusses how a split-annuity strategy could help provide a long-term income stream.

Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

More Newsletters →

May 16, 2012 @ 07:07 PM

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