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Articles by Nicole R. Allen, CFP®

Chief Compliance Officer & Wealth Advisor

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A couple in retirement look happily at each other beside a sunny California coastline, with the ocean in the background.
The Pros and Cons of Retiring in California

Key Insights:  Many pre-retirees are attracted to California as a retirement destination, but they should weigh both the benefits and trade-offs, forecast scenarios, and integrate  …
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Estate Planning Mistakes to Avoid in California

During planning meetings with new and existing clients, simple questions often lead to in-depth conversations. Sometimes, clients have remarried recently, bought a home, or experienced  …
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Estate Plan Organization: How Your Wealth Advisor and Attorney Can Work Together
Estate Plan Organization: How Your Wealth Advisor and Attorney Can Work Together

Estate planning is a critical part of a comprehensive wealth management plan. An estate plan helps ensure your assets are distributed according to your wishes  …
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A middle-aged couple dressed for fall laugh as they ride bikes.
Wealth Management Tips for Merging Finances

Building a relationship and getting married can be a beautiful process for individuals who have carved independent paths and are ready to merge their lives  …
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Developing a Wealth Management Plan After Loss
Developing a Wealth Management Plan After Loss

Dealing with the loss of a loved one and managing their affairs can be overwhelming, especially as you begin to navigate your own future. As  …
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Wealth Management Insights: Overcoming Barriers for Women Investors
Wealth Management Insights: Overcoming Barriers for Women Investors

According to Ellevest1, the Great Wealth Transfer will unfold over the next 20 years, putting more capital into the hands of women than ever before.  …
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