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Byline: Nicolas Allen CFP®

22 Apr

BLOG: Should breaking news alter your investment strategy?

published on April 22, 2025 - 2:03 PM

More than ever before, investors are inundated with news alerts and headlines on market-moving events. The 24/7 news cycle, social

31 Mar

BLOG: Has your risk tolerance changed over time? Here is how to tell

published on March 31, 2025 - 2:50 PM

Risk tolerance can play a large part in determining the structure and composition of an individual’s investments and financial plan.

12 Nov

BLOG – Holiday gift guide: Financial presents with a lasting impact

published on November 12, 2024 - 3:03 PM

The holiday season is quickly approaching and for many that means time with family and loved ones as well as

11 Sep

BLOG: Understanding the basics of Medicare

published on September 11, 2024 - 2:33 PM

Open enrollment for Medicare is coming this fall and the time is now to start researching your options. Whether you

14 Aug

BLOG: Got a kid in sports? Here’s how to handle the mounting costs

published on August 14, 2024 - 1:29 PM

Anyone with kids enrolled in sports knows the cost of participation can be quite high. Whether money is needed for

01 Jul

BLOG: How to protect yourself from financial fraud

published on July 1, 2024 - 2:35 PM

In 2023, Americans reported they were the victims of more nearly $10 billion in financial fraud. With fraud increasing in

03 Jun

BLOG: Should I downsize my home in retirement?

published on June 3, 2024 - 2:33 PM

If you are approaching retirement or are already there, you may be considering downsizing your home. It’s a big decision,

07 Feb

BLOG: Sending a kid to college? What to know about 2024 FAFSA

published on February 7, 2024 - 12:51 PM

If you are preparing to send your child off to college within the next year, you may find yourself filling

10 Oct

BLOG: Want to retire early? Read this first

published on October 10, 2023 - 10:18 AM

As a financial advisor, I have seen firsthand how much planning it takes to retire early. Deciding to leave the

28 Aug

BLOG: Entering retirement solo? Here are tips for managing finances

published on August 28, 2023 - 2:39 PM

Approximately 23 million Americans ages 65 and older are single, divorced or widowed, according to the most recent data available