Skip to main content

Alliance Investment Planning-Logo

Alliance Investment Planning-Logo

  • About 
    • About Us
    • Our Philosophy
    • Our Process
  • Our Services 
    • Investments
    • Retirement Planning
    • Asset Management
    • Insurance & Risk Management
    • Tax Mitigation & Harvesting
    • Charitable Giving
  • Our Team 
    • Bob Loucks
    • Randall Bastien
    • Brad Wills
    • John Alongi
    • Eric Clutts
    • Brenta Bevis
  • Resources 
    • Blog/Articles
    • Video Library
    • LPL Account View
    • Useful Websites
  • Contact

    You are here

  1. Home
  2. Archived Blog
  3. October 2016

October 2016

Leave your Legacy through Planned Giving

Submitted by Alliance Investment Planning on October 14th, 2016

There comes a point in life where you want to begin sharing or gifting all the things you’ve collected over the years—stories, wisdom, financial wealth. And unlike the Ancient Egyptians believed, you cannot take your worldly goods with you when your light goes out. You can share your stories wisdom in a manifesto or through funny tales to your family, but what about the money?

  • Read more

Retire to Happiness: Tips to Thrive in the Next Chapter of Life

Submitted by Alliance Investment Planning on October 14th, 2016

Here’s a thought: retirement doesn’t mean the end. It doesn’t mean an end of self-importance or purpose, it just means a new chapter—a paradigm shift of what life is beyond long days and meetings and bosses. Unless you own your own business, and even then, you are not your business.

Tags:
  • retirement, investing
  • Read more

Recent Blog Posts

  • Buying vs. Leasing: Tips for Stretching your Car Budget as Far as it can Go
  • Beyond just an Allowance: How to Engage your Young Kids in Learning about Money from a Young Age
  • 8 Tips for Finding Balance Between Work and Life

Archived Blog

  • March 2017 (2)
  • January 2017 (2)
  • November 2016 (2)
  • October 2016 (2)
  • August 2016 (2)
  • July 2016 (1)
  • May 2016 (2)
  • April 2016 (1)
  • March 2016 (2)
  • August 2015 (7)

Categories

  • retirement, investing (2)

Contact Us

Interested in learning more?.
We would be happy to answer your questions or set up an appointment for you. Contact Information:

Phone: 618-519-9344
Fax: 618-519-9349
Toll Free:

Email: brenta@allianceinvestmentplanning.com

115 S. Washington St., Carbondale, Illinois 62901

Get Directions

Quick Message

  • Sitemap
  • Legal, privacy, copyright and trademark information

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC 

The LPL Financial registered representative associated with this site only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, DC, IN, FL, KS, KY, MD, MO, MN, MS, NC, ND, NM, NV, OR, TN, TX, VA, WA, WY. 

LPL Financial Form CRS

© 2025 Alliance Investment Planning Group. All rights reserved.

Website Design For Financial Services Professionals