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Byline: Nicolas Allen CFP®

14 Jul

BLOG: You can fund your children’s college education and retirement simultaneously. Here’s how

published on July 14, 2023 - 11:29 AM

Many parents face the challenge of saving for their children’s college education while also building a nest egg for retirement.

21 Jun

BLOG: Baby on the way? Here’s how you can prepare financially

published on June 21, 2023 - 12:43 PM

Welcoming a new baby can be incredibly exciting — but there’s a lot to prepare for. In addition to assembling

14 Jun

BLOG: Understand your financial situation before cosigning your child’s loan

published on June 14, 2023 - 2:42 PM

As your child heads off to college or starts life as an independent young adult, he or she will likely

30 May

BLOG: Five financial considerations when moving to a new state

published on May 30, 2023 - 1:29 PM

Deciding whether to move to a different state comes with many considerations. Top of mind might be factors like the

02 May

BLOG: Take a fresh look at your finances

published on May 2, 2023 - 2:00 PM

Remember those financial resolutions you committed to at the beginning of the year? If they seem like a distant memory,

31 Mar

BLOG: Enhancing your retirement plan through the SECURE 2.0 Act

published on March 31, 2023 - 1:19 PM

The newly-enacted SECURE 2.0 Act contains significant changes that may affect how you plan for retirement. The bill, passed by

01 Mar

BLOG: What will you do with your tax refund?

published on March 1, 2023 - 1:49 PM

The average refund in 2022 (for the 2021 tax year) was $3,176 for individual income taxpayers, according to the IRS.

11 Jan

BLOG: Are you financially prepared if disaster strikes?

published on January 11, 2023 - 1:05 PM

Natural disasters – from floods and wildfires to hurricanes, tornadoes and snowstorms – seem to be in the news all

27 Dec

BLOG: Portfolio adjustments to consider before year-end

published on December 27, 2022 - 12:38 PM

As the end of the year approaches, it’s a good time to closely study your investment portfolio and determine if

30 Nov

BLOG: Make investing automatic with dollar-cost averaging

published on November 30, 2022 - 2:01 PM

Have you ever held off from making an investment because you’re concerned that the timing may not be right? If