The Allon Exchange

05/28/2026

Helping you grow while remembering our roots.

As co-owners of Allon Planning Partners, Brittany and Jay Hagy take pride in helping people just like you complete the journey to retirement.

05/25/2026

This Memorial Day, we honor the brave men and women who recognized the profound responsibility of freedom and gave the ultimate sacrifice to defend it.

As we reflect on their legacy with gratitude, we also acknowledge our duty to steward that freedom well. We remember and honor the fallen.

05/22/2026

Silent risks can create a big disruption to your savings.

Inflation creeps up gradually over the years. But in retirement, when you no longer have a dependable work paycheck coming in, higher costs can cause quite the commotion.

05/21/2026

Like everything else, retirement costs more today than it did in years past.

We don’t believe in one “magic number” for retirement, but being aware of the possible expenses helps when we set out to create a custom-built financial plan.

https://ow.ly/m2xZ50YOGkE



The following content may include information obtained from third-party sources deemed reliable by Foundations, but accuracy and completeness are not guaranteed.
Foundations had no involvement in the creation of this content and made no revisions.
This information is subject to change without notice and may not reflect the views of Foundations.
Nothing herein constitutes investment, legal, or tax advice, or a recommendation for any specific individual.
Personalized investment advice requires engagement with Foundations and completion of required documentation.
All investments involve risk. Past performance is not indicative of future results.

Most people fall far short of the savings they say they will need to maintain their standard of living in retirement, data shows.

05/15/2026

The numbers don’t lie.

We’ve helped hundreds of people in the Knoxville, Chattanooga and Atlanta areas retire with confidence. We’d love to help you do the same!

RSVP to attend one of our free, no-pressure events here: https://allonplanning.com/events/

05/14/2026

Retirement’s a good time to be seeing green.

Like the allon trees our firm is named after, we aim to be a sturdy, dependable resource when it comes to growing and preserving your savings.

05/08/2026

Do we need to dust off your financial strategy?

For many people, an updated plan is long overdue. A spring cleaning of your finances doesn't require dramatic lifestyle changes, just a look around for hidden culprits that can be easily cleaned up and replaced with better habits.

Here's where to look:
https://ow.ly/g26650YNLeg



The following content may include information obtained from third-party sources deemed reliable by Foundations, but accuracy and completeness are not guaranteed.
Foundations had no involvement in the creation of this content and made no revisions.
This information is subject to change without notice and may not reflect the views of Foundations.
Nothing herein constitutes investment, legal, or tax advice, or a recommendation for any specific individual.
Personalized investment advice requires engagement with Foundations and completion of required documentation.
All investments involve risk. Past performance is not indicative of future results.

Spring cleaning your finances doesn't require dramatic lifestyle changes — just look for hidden culprits that drain your finances. Here's where to find them.

05/07/2026

We’ve all seen the effect of inflation on our day-to-day lives. But doctor and medical bills may be the one place where rising costs are the most painful.

04/30/2026

Everyone has their own unique area of expertise.

Whatever your profession may be, you’ve worked hard to get to this point. Our specialty is helping people make the most of their hard-earned savings and get across the finish line.

04/23/2026

At Allon Planning Partners, you’ve always got a seat at our table.

Tune into The Allon Exchange to hear Brittany and Jay Hagy lay out exactly how they help Tennessee friends and neighbors retire with confidence.