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Byline: Nicolas Allen CFP®

07 Feb

BLOG: Sending a kid to college? What to know about 2024 FAFSA

published on February 7, 2024 - 12:51 PM

If you are preparing to send your child off to college within the next year, you may find yourself filling

10 Oct

BLOG: Want to retire early? Read this first

published on October 10, 2023 - 10:18 AM

As a financial advisor, I have seen firsthand how much planning it takes to retire early. Deciding to leave the

28 Aug

BLOG: Entering retirement solo? Here are tips for managing finances

published on August 28, 2023 - 2:39 PM

Approximately 23 million Americans ages 65 and older are single, divorced or widowed, according to the most recent data available

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.

BLOG: Happy birthday to Marketplace at El Paseo

Posted: April 12, 2024 at 1:23 pm

Ten years ago this week, Fresno’s fastest-growing shopping center got
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BLOG: Fresno EDC’s April 18 real estate forecast a can’t-miss event

Posted: April 10, 2024 at 11:27 am

The Fresno County Economic Development Corporation (EDC) invites you to
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