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Byline: Nicolas Allen CFP®

published on March 29, 2021 - 2:51 PM

For so many people who love to travel, it’s been a tough 12 months since the onset of the COVID-19

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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

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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

Read more » Nicholas Allen
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

Read more » Nicholas Allen
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

Read more » Nicholas Allen
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

Read more » Nicholas Allen
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

Read more » Nicholas Allen
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

Read more » Nicholas Allen
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

Read more » Nicholas Allen
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

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