Byline: Nicolas Allen CFP®

The holiday season is quickly approaching and for many that means time with family and loved ones as well as
Read more »
Open enrollment for Medicare is coming this fall and the time is now to start researching your options. Whether you
Read more »
Anyone with kids enrolled in sports knows the cost of participation can be quite high. Whether money is needed for
Read more »
In 2023, Americans reported they were the victims of more nearly $10 billion in financial fraud. With fraud increasing in
Read more »
If you are approaching retirement or are already there, you may be considering downsizing your home. It’s a big decision,
Read more »
If you are preparing to send your child off to college within the next year, you may find yourself filling
Read more »
As a financial advisor, I have seen firsthand how much planning it takes to retire early. Deciding to leave the
Read more »
Approximately 23 million Americans ages 65 and older are single, divorced or widowed, according to the most recent data available
Read more »BLOG: You can fund your children’s college education and retirement simultaneously. Here’s how

Many parents face the challenge of saving for their children’s college education while also building a nest egg for retirement.
Read more »
Welcoming a new baby can be incredibly exciting — but there’s a lot to prepare for. In addition to assembling
Read more »