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Byline: Nicolas Allen CFP®

19 Jan

BLOG: What you need to know about retirement contributions in 2026

published on January 19, 2026 - 2:40 PM

The new year is upon us, making it an ideal time to assess (and, in many cases, reassess) contribution options

22 Dec

BLOG: 2026 change to retirement catch-up contribution rule

published on December 22, 2025 - 3:00 PM

The year is already rapidly coming to a close, making it peak season for assessing (and, in many cases, reassessing)

28 Aug

BLOG: Your Health Savings Account can be integrated into your retirement planning

published on August 28, 2025 - 2:56 PM

When you retire, one of the biggest expenses you may be confronted with on a regular basis is health care.

14 Aug

BLOG: How to view your investments in 2025

published on August 14, 2025 - 3:04 PM

As an investor, it can be difficult to navigate the ups and downs of the market and understand what the

03 Jun

BLOG: Navigating new distribution rules with inherited IRAs

published on June 3, 2025 - 2:09 PM

An inherited individual retirement account (IRA) is a potential financial windfall that may create new opportunities to achieve your financial

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