Alan Shannon-Breslin

09/03/2026

When it comes to retirement planning, time can be one of your most powerful assets. Solutions that help your money grow more efficiently over time may provide an added advantage as you work toward future goals. The right solutions can help you stay on track, so message me to start the conversation.

08/05/2026

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

07/16/2026

As we head into the second half of 2026, Ameriprise Financial experts break down key market and economic trends shaping the investment landscape.

06/30/2026

An unexpected illness or injury can change more than your health. Disability income insurance helps provide a monthly benefit if you’re unable to work, so you can focus on recovery instead of financial stress. Planning ahead gives you more certainty when life takes an unexpected turn. Reach out if you’d like to start the conversation.

06/24/2026

LAST ONE for 2026! The IRS is having their last Taxpayer Assistance Center Saturday hours for 2026 this Saturday. If you have thorny IRS problem, meeting with someone in person can often get it resolved quickly. Check out the link for times and locations or to make an appointment.

IR-2026-78, June 22, 2026 — The Internal Revenue Service today announced select Taxpayer Assistance Centers will be open Saturday, June 27, for the final Saturday service event of 2026.

06/21/2026

Happy Father’s Day to the dads, grandfathers, and father figures who lead with care, strength, and support. Wishing you a day of appreciation and time well spent with those who matter most.

06/05/2026

Stock markets can be unpredictable in the short term. See what has to say about today’s activity.

06/02/2026

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphasize both opportunity and resilience can help create a greater sense of stability over time. Planning ahead can make all the difference. Send me a message to explore your options.

05/29/2026

It's 5/29! Are you saving enough for college? From 529 plans to Coverdell Education Savings Accounts, there are numerous saving options to consider. We can help you weigh the pros and cons of each.

What to consider as you choose an appropriate saving vehicle to meet your goals.