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Byline: CFP®

published on May 26, 2021 - 2:14 PM

Many people who carry a home mortgage dream of the day when they will no longer face the burden of

Read more » Nicholas Allen
published on January 13, 2020 - 2:31 PM

Many parents have children who have accrued significant debt while they are in college. College graduates often have multiple loans

Read more » Nicholas Allen
published on September 12, 2019 - 2:22 PM

Many people dream of starting a business. And, for some, a spouse or significant other is the ideal business partner.

Read more » Nicholas Allen
published on June 25, 2019 - 3:00 PM

If your retirement plan includes tax-advantaged accounts, there is a particular tax rule you should know about: required minimum distributions,

Read more » Nicolas Allen, CFP®
published on May 13, 2019 - 2:16 PM

Spring is on the way. For many of us, the increasingly longer days and warmer weather signify a chance to

Read more » nicolas
published on March 19, 2019 - 1:25 PM

Figuring out how to pay for college is like putting together a puzzle. At first, it can feel like all

Read more » Nicolas Allen, CFP®
published on October 18, 2018 - 2:15 PM

There’s no question that Social Security is a cornerstone of retirement income for many Americans. Yet, deciding when to take

Read more » Nicholas Allen
published on July 12, 2018 - 5:31 PM

Health care costs are a significant concern for many Americans, particularly for those approaching retirement. One increasingly popular way to

Read more » nicolas
published on June 12, 2018 - 12:14 PM

Cash has a role to play in a diversified portfolio for long-term investors in any market situation, particularly when interest

Read more » Nicolas Allen, CFP®
published on January 2, 2018 - 11:00 AM

One of the notable trends in 2017 is that for the first time since the Great Recession, virtually all economies

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