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Byline: Nicolas Allen CFP®
Roth IRAs are generally considered among the most attractive retirement savings vehicles available to individual investors. They offer the uniqueRead more »
As a financial advisor, I help my clients navigate through many questions about estate planning. I encourage all of themRead more »
With the focus on the COVID-19 pandemic, the coming hurricane and wildfire season is likely not on many Americans’ radarsRead more »
No one could have predicted with certainty how quickly the COVID-19 pandemic would change the lives of so many aroundRead more »
One possible upside to a down market comes in the form of a long-recognized strategy called tax loss harvesting. TheRead more »
Historic market volatility has washed over the globe in recent weeks. The spread of COVID-19 (coronavirus) has precipitated a recordRead more »
Many parents have children who have accrued significant debt while they are in college. College graduates often have multiple loansRead more »
Would you be willing to delay your retirement to help your child pay for their first car, college education orRead more »
If you are like a lot of homeowners, you occasionally check real estate websites for a sense of the currentRead more »
When it comes to finances, the difference between success and failure is often the ability to maintain a positive cashRead more »