Financial Advice with an Educational Emphasis
What is Financial Advisement?
It is the process of providing careful consideration to the matters that affect you the most; your finances. We ask the necessary questions that will help guide you down the most appropriate path to meeting your financial objectives. We then provide the knowledge and expertise to help you make an informed decision that is in the best interest of you and those that matter most to you; your loved ones.
No one knows you better than you. Why not get the best information to obtain the products and services that are tailored to fit you and those important to you?
Michael A. Allen, ChFC, MBA
Newsletters
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The United States Is Older Than Ever Before
The median age of the U.S. population rose to a record high in 2022, a demographic trend that has implications for the economy and government programs like Social Security and Medicare.
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Financial Safety Nets: Exploring Available Sources of Emergency Funds
Nearly 60% of U.S. adults are uncomfortable with their level of emergency savings. Here are some potential ways to access funds.
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What’s Your Real Return?
While investors typically look at the nominal return on their investments, it’s important to understand the real return in order to target financial goals.
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Three Market-Moving Economic Indicators to Watch
Among all the economic indicators released each month, these three reports may have the strongest effect on the market.
Calculators
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?