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Byline: Nicolas Allen CFP®

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

09 Jan

BLOG: Helping adult kids without harming your financial future

published on January 9, 2020 - 3:05 PM

Would you be willing to delay your retirement to help your child pay for their first car, college education or

27 Nov

BLOG: Set proper expectations for your home’s value

published on November 27, 2019 - 2:07 PM

If you are like a lot of homeowners, you occasionally check real estate websites for a sense of the current

08 Aug

BLOG: Five simple tips to maintain positive cash flow

published on August 8, 2019 - 1:44 PM

When it comes to finances, the difference between success and failure is often the ability to maintain a positive cash

10 Jul

BLOG: Too busy to prioritize your finances? Read this

published on July 10, 2019 - 12:55 PM

We’re busier than ever these days. Constant notifications, work travel, kids’ activities and other important tasks are often competing for

03 Jan

BLOG: Trade tensions and your portfolio

published on January 3, 2019 - 1:51 PM

A prominent economic story of the past year has been the growing tide of trade disputes across the globe. The

29 Nov

BLOG: Sharing financial wisdom with your kids

published on November 29, 2018 - 1:13 PM

Parents often try to impart their values about money to help their children establish a strong financial foundation. If you