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Byline: Nicolas Allen CFP®

15 Feb

BLOG: Where to start when creating an estate plan

published on February 15, 2021 - 1:08 PM

The COVID-19 pandemic has made Americans even more aware of the importance of planning for the unexpected. While no one

26 Jan

BLOG: Five simple yet smart money habits

published on January 26, 2021 - 1:18 PM

There’s no denying that it can take some work to create good habits. Becoming more disciplined about your finances is

12 Nov

BLOG: Five tips for buying your first home

published on November 12, 2020 - 2:43 PM

Low interest rates and a desire for more space as COVID-19 leads people to spend more time at home are

08 Sep

BLOG: This may be the time for a Roth IRA conversion

published on September 8, 2020 - 1:21 PM

Roth IRAs are generally considered among the most attractive retirement savings vehicles available to individual investors. They offer the unique

07 Aug

BLOG: Does a trust fit into your estate plan?

published on August 7, 2020 - 12:37 PM

As a financial advisor, I help my clients navigate through many questions about estate planning. I encourage all of them

21 Jul

BLOG: How to financially prepare for a natural disaster

published on July 21, 2020 - 1:11 PM

With the focus on the COVID-19 pandemic, the coming hurricane and wildfire season is likely not on many Americans’ radars

01 Jun

BLOG: The importance of an emergency fund

published on June 1, 2020 - 12:53 PM

No one could have predicted with certainty how quickly the COVID-19 pandemic would change the lives of so many around

15 May

BLOG: It may be time for tax loss harvesting

published on May 15, 2020 - 9:04 AM

One possible upside to a down market comes in the form of a long-recognized strategy called tax loss harvesting. The

02 Apr

BLOG – COVID-19 and the market: What’s happening? What can I do?

published on April 2, 2020 - 1:20 PM

Historic market volatility has washed over the globe in recent weeks. The spread of COVID-19 (coronavirus) has precipitated a record

06 Feb

BLOG: Help your child get a handle on student loan debt

published on February 6, 2020 - 2:43 PM

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