Lorna Allen, M.S., MBA, RICP Financial Services for Professionals

06/15/2026

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06/12/2026

Wondering about your choices for putting aside money for retirement? Learn more about your options.

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

06/10/2026

Before skipping your daily walk, keep this in mind: regularly active adults can save up to $2,500 a year compared to couch potatoes.

Year after year, according to a 2025 report in Stronger Life. Think of your exercise routine as the retirement savings that you don't have to drain early.

Drop your non-negotiable habit below.

06/08/2026

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06/07/2026

🎗️ National Cancer Survivors Day: A Celebration of Life, Awareness, and Hope 🎗️

Join us in honoring those who have battled cancer and raising awareness about the ongoing challenges survivors face. Let's come together to inspire hope for the future! 🌟

06/05/2026

June is here, and with it comes National Annuity Awareness Month! Reach out to see how annuities might benefit you.

# RetirementPlanning

06/03/2026

Can you put a dollar figure on being healthy?

One study that compared active and inactive adults found that healthcare costs are 9% to nearly 27% lower for those who stay "on the move," according to a landmark study by BMJ Journals.

When socking away money for retirement, savvy savers are not only accumulating money but also thinking about what they won't have to spend.

06/01/2026

05/29/2026

👀📊Check out the potential benefits of starting early and saving consistently. With a 529 plan, even modest monthly contributions can grow significantly over time.

Here are a few points to consider:
📚 529 plans are an effective college savings vehicle with potential tax advantages.
📚Any family member can contribute or even set up a plan (Grandparents love this!).
📚Withdrawals for education expenses are federally and usually state tax-free.
📚Under certain conditions, some funds can now be rolled over into a Roth IRA.

Starting early can make a big difference!

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A 529 plan is a tax-advantaged college savings plan. Before choosing a plan, it's important to consider not only the state tax treatment, but also any associated fees and expenses. Availability of a state tax deduction will depend on your state of residence, as state tax laws and treatment may vary from federal tax laws. If you make nonqualified distributions, earnings will be subject to income tax and a 10% federal penalty tax.

05/27/2026

Online brokers are tapping into the potential of female investors. Tailor-made products and branding campaigns are on the rise. Will this help bridge the gap between women and men when it comes to investing?