Isaac R. Allen, CFP®

Isaac R. Allen, CFP® is a Fee-Only Financial Planner with Stalwart Financial Planning. Providing Robust Advice for the IFs of Life.

[Isaac R. Allen, CFP® @IFAdvice]

Not ready for just the same old retirement routine? Is a Community Care Retirement Community (CCRC) right for you?

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[Isaac R. Allen, CFP® @IFAdvice]

When you pass away, don't forget to leave instructions on who should manage your digital estate: Facebook, Twitter (#x), YouTube and more! #EstatePlanning #IfAdvice

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[Isaac R. Allen, CFP® @IFAdvice]

Don't let continued #inflation discourage you from investing in stocks. You could reap the rewards when market prices rise! #IfAdvice #InflationProtection
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[Isaac R. Allen, CFP® @IFAdvice]

Make sure your finances are stable before welcoming the new addition to your family. #IfAdvice

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[Isaac R. Allen, CFP® @IFAdvice]

Plant the seeds for #retirement savings - Consider opening a Roth IRA #IFAdvice
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[Isaac R. Allen, CFP® @IFAdvice]

Looking for a #retirement community? Check out the pros & cons of living in a CCRC before making that big decision! #IFAdvice

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[Isaac R. Allen, CFP® @IFAdvice]

Don't let age limit your lifestyle - Explore all the options that come with choosing a 55+ #retirement community. #IFAdvice

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[Isaac R. Allen, CFP® @IFAdvice]

For college savings, consider the benefits of both 529 plans and UTMA/UGMA accounts before deciding which one is right for you. #IFAdvice

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[Isaac R. Allen, CFP® @IFAdvice]

Preparing for college tuition costs? An UTMA/UGMA could be the answer. #IFAdice
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[Isaac R. Allen, CFP® @IFAdvice]

A 529 Plan is a way to start investing in knowledge now that will reap the rewards down the road. #IFAdvice

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[Isaac R. Allen, CFP® @IFAdvice]

Have a hard time saving? Start with a simple household budget and watch the money start rolling in. #IFAdvice

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[Isaac R. Allen, CFP® @IFAdvice]

Asset allocation isn't just about numbers - it's about making sure those number work for You and YOUR future. #IFAdvice

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[Isaac R. Allen, CFP® @IFAdvice]

Rebalancing isn't just about making sure everything is in balance - it's also about making sure you're on top of any new opportunities. #IFAdvice

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[Isaac R. Allen, CFP® @IFAdvice]

It pays to give back: Donate to charity with a QCD and skip the taxes! #IFAdvice

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[Isaac R. Allen, CFP® @IFAdvice]

Traditional #retirement plans (like 401Ks and IRAs): Where the party doesn't stop... until you hit 72 and have to start RMDs. #IFAdvice

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[Isaac R. Allen, CFP® @IFAdvice]

Film Editor is on the list of most stressful jobs.

I can only imagine how working as a Film & Video Editor is stressful - but at least you get to have the last "cut" on a project!

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[Isaac R. Allen, CFP® @IFAdvice]

Yes, #retirement planning is about determining your personal hurdle rate when making investment choices.

[Ella Vincent @bookgirlchicago]

Retirement expert on crypto investing: 'Not a space you want to be in' https://t.co/FonZUkpvzc

[Adam S. Minsky @AdamSMinsky]

The Education Department has shut down the application for borrowers to apply for President Biden’s one-time student loan forgiveness initiative. https://t.co/fDiaF3GffM

[Isaac R. Allen, CFP® @IFAdvice]

Not sure if dropping your Medicare Advantage plan is the best decision? Consider consulting with a benefits advisor first- it could save you some major headaches in the long run. #medicare #openenrollment

https://t.co/Mr3Iu7ukRI

[Jim Blankenship @BlankenshipFP]

TSP Strategy: These 2 Weird Tricks Can Make You Rich #PFshare via @govworkerfi https://t.co/k99eyyfGsx