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51<script type="application/ld+json"> 52 { 53 "@context": "https://schema.org", 54 "@type": "FinancialService", 55 "@id": "http://www.alliedfinancialservices.com", 56 "name": "Allied Financial Services, Inc.", 57 "logo": "//static.fmgsuite.com/media/TransparentLogo/variantSize/c8b298b6-971d-4c49-b89a-a203a514a3e0.png", 58 "image": "//static.fmgsuite.com/media/PortraitImageFMG/variantSize/c882b87c-0d34-4cbf-8b39-b8e17896b803.jpg", 59 "url": "http://www.alliedfinancialservices.com", 60 "telephone": "(585) 410-6733", 61 "priceRange": "N/A", 62 "address": { 63 "@type": "PostalAddress", 64 "streetAddress": "90 Linden Oaks, Suite 100", 65 "addressLocality": "Rochester", 66 "addressRegion": "NY", 67 "postalCode": "14625", 68 "addressCountry": "US" 69 }, 70 "location": [ 71 { 72 "@type": "PostalAddress", 73 "streetAddress": "90 Linden Oaks, Suite 100", 74 "addressLocality": "Rochester", 75 "addressRegion": "NY", 76 "postalCode": "14625", 77 "addressCountry": "US", 78 "telephone": "(585) 410-6733", 79 "faxNumber": "(585) 924-2645" 80 }, 81 { 82 "@type": "PostalAddress", 83 "streetAddress": "501 John James Audubon Suite 390", 84 "addressLocality": "Amherst", 85 "addressRegion": "NY", 86 "postalCode": "14228", 87 "addressCountry": "US", 88 "telephone": "(716) 694-0336", 89 "faxNumber": "(716) 694-5081" 90 }, 91 { 92 "@type": "PostalAddress", 93 "streetAddress": "199 South Main Street, PO Box 1", 94 "addressLocality": "Perry", 95 "addressRegion": "NY", 96 "postalCode": "14530", 97 "addressCountry": "US", 98 "telephone": "(585) 237-3887", 99 "faxNumber": "(585) 237-3896" 100 } 101 ], 102 "sameAs": [ 103 "https://twitter.com/allied_fp", 104 "https://www.linkedin.com/company/allied-financial-partners/", 105 "https://www.facebook.com/AlliedFinancialPartners/", 106 "https://www.youtube.com/channel/UC0-fQDceYiu9ZhSXTmMWHZg/sub_confirmation=1" 107 ] 108} 109</script>
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862ails/b73df077-5a90-4321-b4e6-9e038c2f8999.jpg?v=2" alt="Trump Accounts & Beyond: Comparing Ways to Save for a Child" itemprop="thumbnailUrl" /> 863 </a> 864 </div> 865 <div class="c-post__content"> 866 <div class="c-post-header"> 867 <h2 class="c-post-header__title" itemprop="headline"> 868 <a href="https://www.alliedfinancialservices.com/blog/trump-accounts-beyond-comparing-ways-to-save-for-a-child" itemprop="url">Trump Accounts & Beyond: Comparing Ways to Save for a Child</a> 869 </h2> 870 871 <div class="c-post-details"> 872 <div class="c-post-author"> 873 <img class="c-post-author__image" src="//static.fmgsuite.com/media/TeamMemberPortrait/thumbnails/1cf91896-7716-4f24-a0df-7f8dba43af34.png?v=1" /> 874 875 <span class="c-post-author__text" itemprop="author"> 876 Timothy Brown 877 </span> 878 </div> 879 880 <span class="c-post-header__date">Tuesday, June 23, 2026</span> 881 </div> 882 </div> 883 884 <p class="c-post-summary" itemprop="description"> 885 Trump Accounts, launching July 4, 2026, are new custodial investment accounts for children. While they offer unique benefits, limited liquidity and potential double taxation mean they're just one of several savings options to consider. 886 </p> 887 888 <a href="https://www.alliedfinancialservices.com/blog/trump-accounts-beyond-comparing-ways-to-save-for-a-child" itemprop="url">Read More</a> 889 </div> 890 </div> 891 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 892 <div class="c-post__image"> 893 <a href="https://www.alliedfinancialservices.com/blog/whats-the-family-password" itemprop="url" > 894 <img src="//static.fmgsuite.com/media/ContentFMG/thumbnails/041372ef-e84c-4d89-83fa-a116ae305263.jpg?v=2" alt="What's the Family Password?" itemprop="thumbnailUrl" /> 895 </a> 896 </div> 897 <div class="c-post__content"> 898 <div class="c-post-header"> 899 <h2 class="c-post-header__title" itemprop="headline"> 900 <a href="https://www.alliedfinancialservices.com/blog/whats-the-family-password" itemprop="url">What's the Family Password?</a> 901 </h2> 902 903 <div class="c-post-details"> 904 <div class="c-post-author"> 905 <img class="c-post-author__image" src="//static.fmgsuite.com/media/TeamMemberPortrait/thumbnails/3298be7e-524f-4ef9-ae21-c636aed38164.png?v=1" /> 906 907 <span class="c-post-author__text" itemprop="author"> 908 Andrea Truini True 909 </span> 910 </div> 911 912 <span class="c-post-header__date">Wednesday, March 18, 2026</span> 913 </div> 914 </div> 915 916 <p class="c-post-summary" itemprop="description"> 917 A frightening scam call claiming a loved one is in danger highlights how quickly panic can be exploited. A simple safeguard—a family password—can stop scammers instantly. Learn how to stay calm, verify, and protect your family. 918 </p> 919 920 <a href="https://www.alliedfinancialservices.com/blog/whats-the-family-password" itemprop="url">Read More</a> 921 </div> 922 </div> 923 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 924 <div class="c-post__image"> 925 <a href="https://www.alliedfinancialservices.com/blog/a-new-requirement-for-ny-employers-retirement-savings-program" itemprop="url" > 926 <img src="//static.fmgsuite.com/media/ContentFMG/thumbn
926ails/5cee529c-2273-4d17-961c-40e6c76a596b.jpg?v=2" alt="A New Requirement for NYS Employers---Retirement-Savings-Program" itemprop="thumbnailUrl" /> 927 </a> 928 </div> 929 <div class="c-post__content"> 930 <div class="c-post-header"> 931 <h2 class="c-post-header__title" itemprop="headline"> 932 <a href="https://www.alliedfinancialservices.com/blog/a-new-requirement-for-ny-employers-retirement-savings-program" itemprop="url">A New Requirement for NYS Employers---Retirement-Savings-Program</a> 933 </h2> 934 935 <div class="c-post-details"> 936 937 <span class="c-post-header__date">Monday, September 8, 2025</span> 938 </div> 939 </div> 940 941 <p class="c-post-summary" itemprop="description"> 942 New York State has launched a new initiative aimed at expanding retirement savings access—and it’s one business owners should be aware of. The New York Secure Choice Savings Program requires certain employers who don’t offer a... 943 </p> 944 945 <a href="https://www.alliedfinancialservices.com/blog/a-new-requirement-for-ny-employers-retirement-savings-program" itemprop="url">Read More</a> 946 </div> 947 </div> 948 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 949 <div class="c-post__image"> 950 <a href="https://www.alliedfinancialservices.com/blog/everything-you-never-wanted-to-know-about-tariffs" itemprop="url" > 951 <img src="//static.fmgsuite.com/media/ContentFMG/thumbnails/7640cfcb-5033-44ff-a667-e10a7b3cdc1d.jpg?v=2" alt="Everything you (n)ever wanted to know about Tariffs" itemprop="thumbnailUrl" /> 952 </a> 953 </div> 954 <div class="c-post__content"> 955 <div class="c-post-header"> 956 <h2 class="c-post-header__title" itemprop="headline"> 957 <a href="https://www.alliedfinancialservices.com/blog/everything-you-never-wanted-to-know-about-tariffs" itemprop="url">Everything you (n)ever wanted to know about Tariffs</a> 958 </h2> 959 960 <div class="c-post-details"> 961 <div class="c-post-author"> 962 <img class="c-post-author__image" src="//static.fmgsuite.com/media/thumbs/2d87d787-9448-437b-90bb-b9d0c0a7ddcf.jpg?v=1" /> 963 964 <span class="c-post-author__text" itemprop="author"> 965 Aimee Cummings 966 </span> 967 </div> 968 969 <span class="c-post-header__date">Friday, August 29, 2025</span> 970 </div> 971 </div> 972 973 <p class="c-post-summary" itemprop="description"> 974 Tariffs have been a confusing, on-again, off-again presence throughout 2025, leaving many unsure of what comes next. While the U.S. has long used tariffs, the current administration's approach is broader and more aggressive than what... 975 </p> 976 977 <a href="https://www.alliedfinancialservices.com/blog/everything-you-never-wanted-to-know-about-tariffs" itemprop="url">Read More</a> 978 </div> 979 </div> 980 </div> 981 <h2 class="c-posts__expand"> 982 <a href="#" class="show-all">Show All</a> 983 </h2> 984 <div class="o-ui-list c-posts show-all"> 985 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 986 <div class="c-post__image"> 987 <a href="https://www.alliedfinancialservices.com/blog/market-event-update-insights-action-items-tariffs" itemprop="url" > 988 <img src="//static.fmgsuite.com/media/ContentFMG/thumbnails/3bcd9f31-b0dc-492d-b869-2e558eb8313a.jpg?v=2" alt="Market Event Update â Insights & action items â Tariffs" itemprop="thumbnailUrl" /> 989 </a> 990 </div> 991 <div class="c-post__content"> 992 <div class="c-post-header"> 993 <h2 class="c-post-header__title" itemprop="headline"> 994 <a href="https://www.alliedfinancialservices.com/blog/market-event-update-insights-action-items-tariffs" itemprop="url">Market Event Update â Insights & action items â Tariffs</a> 995 </h2> 996 997 <div class="c-post-details"> 998 <div class="c-post-author"> 999 <img class="c-post-author__image" src="//static.fmgsuite.com/media/TeamMemberPortrait/thumbn
999ails/c237a80b-bfa7-4013-9ad7-f44cca5cdb52.jpg?v=1" /> 1000 1001 <span class="c-post-author__text" itemprop="author"> 1002 David A. Younis, CFP® 1003 </span> 1004 </div> 1005 1006 <span class="c-post-header__date">Friday, April 4, 2025</span> 1007 </div> 1008 </div> 1009 1010 <p class="c-post-summary" itemprop="description"> 1011 Markets are reacting to ongoing tariff policies, leaving investors wondering what’s next. This post explains tariffs, their impact on the market drop, and key strategies to stay on track during volatility. 1012 </p> 1013 1014 <a href="https://www.alliedfinancialservices.com/blog/market-event-update-insights-action-items-tariffs" itemprop="url">Read More</a> 1015 </div> 1016 </div> 1017 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 1018 <div class="c-post__image"> 1019 <a href="https://www.alliedfinancialservices.com/blog/fluffy-to-the-rescue" itemprop="url" > 1020 <img src="//static.fmgsuite.com/media/ContentFMG/thumbnails/f0d33803-c43a-4a8e-af69-57960be0d542.png?v=2" alt="Fluffy to the Rescue!" itemprop="thumbnailUrl" /> 1021 </a> 1022 </div> 1023 <div class="c-post__content"> 1024 <div class="c-post-header"> 1025 <h2 class="c-post-header__title" itemprop="headline"> 1026 <a href="https://www.alliedfinancialservices.com/blog/fluffy-to-the-rescue" itemprop="url">Fluffy to the Rescue!</a> 1027 </h2> 1028 1029 <div class="c-post-details"> 1030 <div class="c-post-author"> 1031 <img class="c-post-author__image" src="//static.fmgsuite.com/media/thumbs/4d73e45e-4a5b-499e-b83f-5cb089b7ca60.jpg?v=1" /> 1032 1033 <span class="c-post-author__text" itemprop="author"> 1034 Andrea Truini True 1035 </span> 1036 </div> 1037 1038 <span class="c-post-header__date">Monday, March 10, 2025</span> 1039 </div> 1040 </div> 1041 1042 <p class="c-post-summary" itemprop="description"> 1043 It seems like everyone has heard a cautionary tale of someone who had a fall and ended up in a precarious situation while waiting for help. That’s exactly what happened to Ron Williams of Sturgis, Michigan—but he was incredibly lucky... 1044 </p> 1045 1046 <a href="https://www.alliedfinancialservices.com/blog/fluffy-to-the-rescue" itemprop="url">Read More</a> 1047 </div> 1048 </div> 1049 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 1050 <div class="c-post__image"> 1051 <a href="https://www.alliedfinancialservices.com/blog/assetmark-special-edition-tariffs-noise-vs-signal" itemprop="url" > 1052 <img src="//static.fmgsuite.com/media/ContentFMG/thumbnails/cea2bd8d-ca9b-4d4b-8195-80bfdf207576.jpg?v=2" alt="Assetmark Special Edition | Tariffs: Noise vs. Signal" itemprop="thumbnailUrl" /> 1053 </a> 1054 </div> 1055 <div class="c-post__content"> 1056 <div class="c-post-header"> 1057 <h2 class="c-post-header__title" itemprop="headline"> 1058 <a href="https://www.alliedfinancialservices.com/blog/assetmark-special-edition-tariffs-noise-vs-signal" itemprop="url">Assetmark Special Edition | Tariffs: Noise vs. Signal</a> 1059 </h2> 1060 1061 <div class="c-post-details"> 1062 1063 <span class="c-post-header__date">Thursday, March 6, 2025</span> 1064 </div> 1065 </div> 1066 1067 <p class="c-post-summary" itemprop="description"> 1068 President Trump has introduced a series of escalating tariffs. Here’s what we know so far... 1069 </p> 1070 1071 <a href="https://www.alliedfinancialservices.com/blog/assetmark-special-edition-tariffs-noise-vs-signal" itemprop="url">Read More</a> 1072 </div> 1073 </div> 1074 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 1075 <div class="c-post__image"> 1076 <a href="https://www.alliedfinancialservices.com/blog/tariffs-2-0" itemprop="url" > 1077 <img src="//static.fmgsuite.com/media/ContentFMG/thumbn
1077ails/872408ff-eeb8-4980-9e20-37ba93731d54.jpg?v=2" alt="Tariffs 2.0" itemprop="thumbnailUrl" /> 1078 </a> 1079 </div> 1080 <div class="c-post__content"> 1081 <div class="c-post-header"> 1082 <h2 class="c-post-header__title" itemprop="headline"> 1083 <a href="https://www.alliedfinancialservices.com/blog/tariffs-2-0" itemprop="url">Tariffs 2.0</a> 1084 </h2> 1085 1086 <div class="c-post-details"> 1087 1088 <span class="c-post-header__date">Monday, February 10, 2025</span> 1089 </div> 1090 </div> 1091 1092 <p class="c-post-summary" itemprop="description"> 1093 Key Takeaways President Trump's widely telegraphed tariff policies caught global markets by surprise. Tariffs have the potential to lower economic growth and increase inflation, but distinguishing between noise and actual... 1094 </p> 1095 1096 <a href="https://www.alliedfinancialservices.com/blog/tariffs-2-0" itemprop="url">Read More</a> 1097 </div> 1098 </div> 1099 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 1100 <div class="c-post__image"> 1101 <a href="https://www.alliedfinancialservices.com/blog/from-anxiety-to-innovation-reflections-on-2024" itemprop="url" > 1102 <img src="//static.fmgsuite.com/media/ContentFMG/thumbnails/ce3015ff-f63c-4bf9-b02e-1192758d7dca.jpg?v=2" alt="From Anxiety to Innovation: Reflections on 2024" itemprop="thumbnailUrl" /> 1103 </a> 1104 </div> 1105 <div class="c-post__content"> 1106 <div class="c-post-header"> 1107 <h2 class="c-post-header__title" itemprop="headline"> 1108 <a href="https://www.alliedfinancialservices.com/blog/from-anxiety-to-innovation-reflections-on-2024" itemprop="url">From Anxiety to Innovation: Reflections on 2024</a> 1109 </h2> 1110 1111 <div class="c-post-details"> 1112 <div class="c-post-author"> 1113 <img class="c-post-author__image" src="//static.fmgsuite.com/media/TeamMemberPortrait/thumbnails/c237a80b-bfa7-4013-9ad7-f44cca5cdb52.jpg?v=1" /> 1114 1115 <span class="c-post-author__text" itemprop="author"> 1116 David A. Younis, CFP® 1117 </span> 1118 </div> 1119 1120 <span class="c-post-header__date">Monday, December 30, 2024</span> 1121 </div> 1122 </div> 1123 1124 <p class="c-post-summary" itemprop="description"> 1125 As we gear up for 2025, we look back at a year that began with election anxiety, questions about “soft landings,” rising geo-political tensions, inflation’s impact and uncertainty over the direction of interest rates, and a new global... 1126 </p> 1127 1128 <a href="https://www.alliedfinancialservices.com/blog/from-anxiety-to-innovation-reflections-on-2024" itemprop="url">Read More</a> 1129 </div> 1130 </div> 1131 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 1132 <div class="c-post__image"> 1133 <a href="https://www.alliedfinancialservices.com/blog/holly-jolly-debt-folly" itemprop="url" > 1134 <img src="//static.fmgsuite.com/media/ContentFMG/thumbnails/67a205d9-2f65-4faa-805a-f2101ba59f72.jpg?v=2" alt="Holly Jolly Debt Folly" itemprop="thumbnailUrl" /> 1135 </a> 1136 </div> 1137 <div class="c-post__content"> 1138 <div class="c-post-header"> 1139 <h2 class="c-post-header__title" itemprop="headline"> 1140 <a href="https://www.alliedfinancialservices.com/blog/holly-jolly-debt-folly" itemprop="url">Holly Jolly Debt Folly</a> 1141 </h2> 1142 1143 <div class="c-post-details"> 1144 <div class="c-post-author"> 1145 <img class="c-post-author__image" src="//static.fmgsuite.com/media/thumbs/2d87d787-9448-437b-90bb-b9d0c0a7ddcf.jpg?v=1" /> 1146
1147 <span class="c-post-author__text" itemprop="author"> 1148 Aimee Cummings 1149 </span> 1150 </div> 1151 1152 <span class="c-post-header__date">Tuesday, December 10, 2024</span> 1153 </div> 1154 </div> 1155 1156 <p class="c-post-summary" itemprop="description"> 1157 How much does it cost to make it merry? According to the National Retail Federation, American consumers spend around $1,000 on their respective winter holidays every year. It can be hard to strike a balance between holiday generosity... 1158 </p> 1159 1160 <a href="https://www.alliedfinancialservices.com/blog/holly-jolly-debt-folly" itemprop="url">Read More</a> 1161 </div> 1162 </div> 1163 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 1164 <div class="c-post__image"> 1165 <a href="https://www.alliedfinancialservices.com/blog/new-year-new-goals-build-a-stronger-financial-future-in-2025" itemprop="url" > 1166 <img src="//static.fmgsuite.com/media/ContentFMG/thumbnails/402f70f1-30b0-416e-8058-112127e5b803.jpg?v=2" alt="New Year, New Goals: Build a Stronger Financial Future in 2025" itemprop="thumbnailUrl" /> 1167 </a> 1168 </div> 1169 <div class="c-post__content"> 1170 <div class="c-post-header"> 1171 <h2 class="c-post-header__title" itemprop="headline"> 1172 <a href="https://www.alliedfinancialservices.com/blog/new-year-new-goals-build-a-stronger-financial-future-in-2025" itemprop="url">New Year, New Goals: Build a Stronger Financial Future in 2025</a> 1173 </h2> 1174 1175 <div class="c-post-details"> 1176 1177 <span class="c-post-header__date">Monday, November 25, 2024</span> 1178 </div> 1179 </div> 1180 1181 <p class="c-post-summary" itemprop="description"> 1182 The New Year means taking a new look at your finances. The most important thing is to make sure you feel like you have the cashflow you need to do the things you want to do. So, let’s set some goals this year to build on last year’s... 1183 </p> 1184 1185 <a href="https://www.alliedfinancialservices.com/blog/new-year-new-goals-build-a-stronger-financial-future-in-2025" itemprop="url">Read More</a> 1186 </div> 1187 </div> 1188 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 1189 <div class="c-post__image"> 1190 <a href="https://www.alliedfinancialservices.com/blog/6-tips-for-philanthropic-giving" itemprop="url" > 1191 <img src="//static.fmgsuite.com/media/ContentFMG/thumbnails/c3e49cb7-0dc3-41d1-bfeb-ff9a5b754b0f.jpg?v=2" alt="6 Tips for Philanthropic Giving" itemprop="thumbnailUrl" /> 1192 </a> 1193 </div> 1194 <div class="c-post__content"> 1195 <div class="c-post-header"> 1196 <h2 class="c-post-header__title" itemprop="headline"> 1197 <a href="https://www.alliedfinancialservices.com/blog/6-tips-for-philanthropic-giving" itemprop="url">6 Tips for Philanthropic Giving</a> 1198 </h2> 1199 1200 <div class="c-post-details"> 1201 1202 <span class="c-post-header__date">Monday, October 28, 2024</span> 1203 </div> 1204 </div> 1205 1206 <p class="c-post-summary" itemprop="description"> 1207 Did you know… with thoughtful, advanced planning, you can extend your legacy of charitable giving beyond your lifetime, creating lasting benefits for the organizations you care about? And if you have a desire to give back to society... 1208 </p> 1209 1210 <a href="https://www.alliedfinancialservices.com/blog/6-tips-for-philanthropic-giving" itemprop="url">Read More</a> 1211 </div> 1212 </div> 1213 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 1214 <div class="c-post__image"> 1215 </div> 1216 <div class="c-post__content"> 1217 <div class="c-post-header"> 1218 <h2 class="c-post-header__title" itemprop="headline"> 1219 <a href="https://www.alliedfinancialservices.com/blog/the-importance-of-tax-planning" itemprop="url">The Importance of Tax Planning</a> 1220 </h2> 1221 1222 <div class="c-post-details"> 1223
1224 <span class="c-post-header__date">Monday, August 26, 2024</span> 1225 </div> 1226 </div> 1227 1228 <p class="c-post-summary" itemprop="description"> 1229 Tax planning is a crucial aspect of financial management that involves evaluating your financial situation and developing strategies to minimize your tax liability. Effective tax planning helps individuals and businesses retain more of... 1230 </p> 1231 1232 <a href="https://www.alliedfinancialservices.com/blog/the-importance-of-tax-planning" itemprop="url">Read More</a> 1233 </div> 1234 </div> 1235 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 1236 <div class="c-post__image"> 1237 <a href="https://www.alliedfinancialservices.com/blog/getting-a-head-start-on-college-savings" itemprop="url" > 1238 <img src="//static.fmgsuite.com/media/ContentFMG/thumbnails/c8178919-95d5-45ad-9313-8e7da40277f4.jpg?v=2" alt="Getting a Head Start on College Savings" itemprop="thumbnailUrl" /> 1239 </a> 1240 </div> 1241 <div class="c-post__content"> 1242 <div class="c-post-header"> 1243 <h2 class="c-post-header__title" itemprop="headline"> 1244 <a href="https://www.alliedfinancialservices.com/blog/getting-a-head-start-on-college-savings" itemprop="url">Getting a Head Start on College Savings</a> 1245 </h2> 1246 1247 <div class="c-post-details"> 1248 1249 <span class="c-post-header__date">Tuesday, July 23, 2024</span> 1250 </div> 1251 </div> 1252 1253 <p class="c-post-summary" itemprop="description"> 1254 One study estimates the average cost of raising a child to the age of 17 for a middle-income family is about $310,605. As a point of comparison, the median home price in the U.S. was $417,700 at the end of 2023.1,2 If you want to add... 1255 </p> 1256 1257 <a href="https://www.alliedfinancialservices.com/blog/getting-a-head-start-on-college-savings" itemprop="url">Read More</a> 1258 </div> 1259 </div> 1260 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 1261 <div class="c-post__image"> 1262 <a href="https://www.alliedfinancialservices.com/blog/april-2024-your-money-matters" itemprop="url" > 1263 <img src="//static.fmgsuite.com/media/ContentFMG/thumbnails/295db541-1601-4a2a-b431-5c0d3f924080.jpg?v=2" alt="April 2024: Your Money Matters" itemprop="thumbnailUrl" /> 1264 </a> 1265 </div> 1266 <div class="c-post__content"> 1267 <div class="c-post-header"> 1268 <h2 class="c-post-header__title" itemprop="headline"> 1269 <a href="https://www.alliedfinancialservices.com/blog/april-2024-your-money-matters" itemprop="url">April 2024: Your Money Matters</a> 1270 </h2> 1271 1272 <div class="c-post-details"> 1273 1274 <span class="c-post-header__date">Thursday, March 28, 2024</span> 1275 </div> 1276 </div> 1277 1278 <p class="c-post-summary" itemprop="description"> 1279 This month’s Your Money Matters newsletter contains helpful information about preparing to grow wealthy as a couple, targeting college prep milestones, important considerations when donating stock, and tips for raising healthy kids.  1280 </p> 1281 1282 <a href="https://www.alliedfinancialservices.com/blog/april-2024-your-money-matters" itemprop="url">Read More</a> 1283 </div> 1284 </div> 1285 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 1286 <div class="c-post__image"> 1287 <a href="https://www.alliedfinancialservices.com/blog/march-2024-your-money-matters" itemprop="url" > 1288 <img src="//static.fmgsuite.com/media/ContentFMG/thumbn
1288ails/c58040b5-a395-47d7-83f5-560e5d87dd68.jpg?v=2" alt="March 2024: Your Money Matters" itemprop="thumbnailUrl" /> 1289 </a> 1290 </div> 1291 <div class="c-post__content"> 1292 <div class="c-post-header"> 1293 <h2 class="c-post-header__title" itemprop="headline"> 1294 <a href="https://www.alliedfinancialservices.com/blog/march-2024-your-money-matters" itemprop="url">March 2024: Your Money Matters</a> 1295 </h2> 1296 1297 <div class="c-post-details"> 1298 1299 <span class="c-post-header__date">Thursday, February 29, 2024</span> 1300 </div> 1301 </div> 1302 1303 <p class="c-post-summary" itemprop="description"> 1304 This month’s Your Money Matters newsletter contains helpful information about the importance of selecting a trusted contact, a humorous infographic for determining your risk tolerance, preparing for future health issues, and tips... 1305 </p> 1306 1307 <a href="https://www.alliedfinancialservices.com/blog/march-2024-your-money-matters" itemprop="url">Read More</a> 1308 </div> 1309 </div> 1310 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 1311 <div class="c-post__image"> 1312 <a href="https://www.alliedfinancialservices.com/blog/allied-election-year-special" itemprop="url" > 1313 <img src="//static.fmgsuite.com/media/ContentFMG/thumbnails/9aa0ca13-9843-4ee0-b7a7-89f1a7ab16f4.jpg?v=2" alt="Allied Election Year Special" itemprop="thumbnailUrl" /> 1314 </a> 1315 </div> 1316 <div class="c-post__content"> 1317 <div class="c-post-header"> 1318 <h2 class="c-post-header__title" itemprop="headline"> 1319 <a href="https://www.alliedfinancialservices.com/blog/allied-election-year-special" itemprop="url">Allied Election Year Special</a> 1320 </h2> 1321 1322 <div class="c-post-details"> 1323 <div class="c-post-author"> 1324 <img class="c-post-author__image" src="//static.fmgsuite.com/media/TeamMemberPortrait/thumbnails/c237a80b-bfa7-4013-9ad7-f44cca5cdb52.jpg?v=1" /> 1325 1326 <span class="c-post-author__text" itemprop="author"> 1327 David A. Younis, CFP®* 1328 </span> 1329 </div> 1330 1331 <span class="c-post-header__date">Tuesday, February 13, 2024</span> 1332 </div> 1333 </div> 1334 1335 <p class="c-post-summary" itemprop="description"> 1336 For better or worse, we are marching headlong into the 2024 Presidential election cycle.  I aim to offer you dispassionate context for what may be passionate process, but I’ll begin where I will also end: you should not come... 1337 </p> 1338 1339 <a href="https://www.alliedfinancialservices.com/blog/allied-election-year-special" itemprop="url">Read More</a> 1340 </div> 1341 </div> 1342 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 1343 <div class="c-post__image"> 1344 <a href="https://www.alliedfinancialservices.com/blog/february-2024-your-money-matters" itemprop="url" > 1345 <img src="//static.fmgsuite.com/media/ContentFMG/thumbnails/befc70c7-aa2b-4024-a517-ae29fbc109fe.jpg?v=2" alt="February 2024: Your Money Matters" itemprop="thumbnailUrl" /> 1346 </a> 1347 </div> 1348 <div class="c-post__content"> 1349 <div class="c-post-header"> 1350 <h2 class="c-post-header__title" itemprop="headline"> 1351 <a href="https://www.alliedfinancialservices.com/blog/february-2024-your-money-matters" itemprop="url">February 2024: Your Money Matters</a> 1352 </h2> 1353 1354 <div class="c-post-details"> 1355
1356 <span class="c-post-header__date">Thursday, February 1, 2024</span> 1357 </div> 1358 </div> 1359 1360 <p class="c-post-summary" itemprop="description"> 1361 This month’s Your Money Matters newsletter contains helpful information about managing your taxable income, a brief primer about life insurance, protecting your assets with an umbrella policy, and the importance of... 1362 </p> 1363 1364 <a href="https://www.alliedfinancialservices.com/blog/february-2024-your-money-matters" itemprop="url">Read More</a> 1365 </div> 1366 </div> 1367 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 1368 <div class="c-post__image"> 1369 <a href="https://www.alliedfinancialservices.com/blog/budget-check-up-tax-time-is-the-right-time" itemprop="url" > 1370 <img src="//static.fmgsuite.com/media/ContentFMG/thumbnails/3d563b53-a126-4ac9-b172-2331ff930a71.jpg?v=2" alt="Budget Check Up: Tax Time Is the Right Time" itemprop="thumbnailUrl" /> 1371 </a> 1372 </div> 1373 <div class="c-post__content"> 1374 <div class="c-post-header"> 1375 <h2 class="c-post-header__title" itemprop="headline"> 1376 <a href="https://www.alliedfinancialservices.com/blog/budget-check-up-tax-time-is-the-right-time" itemprop="url">Budget Check Up: Tax Time Is the Right Time</a> 1377 </h2> 1378 1379 <div class="c-post-details"> 1380 1381 <span class="c-post-header__date">Monday, January 29, 2024</span> 1382 </div> 1383 </div> 1384 1385 <p class="c-post-summary" itemprop="description"> 1386 Every year, about 140 million households file their federal tax returns. For many, the process involves digging through shoe boxes or manila folders full of receipts; gathering mortgage, retirement, and investment account... 1387 </p> 1388 1389 <a href="https://www.alliedfinancialservices.com/blog/budget-check-up-tax-time-is-the-right-time" itemprop="url">Read More</a> 1390 </div> 1391 </div> 1392 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 1393 <div class="c-post__image"> 1394 <a href="https://www.alliedfinancialservices.com/blog/january-2024-your-money-matters" itemprop="url" > 1395 <img src="//static.fmgsuite.com/media/ContentFMG/thumbnails/fb2439e4-88b9-448a-938a-133cec697942.jpg?v=2" alt="January 2024: Your Money Matters" itemprop="thumbnailUrl" /> 1396 </a> 1397 </div> 1398 <div class="c-post__content"> 1399 <div class="c-post-header"> 1400 <h2 class="c-post-header__title" itemprop="headline"> 1401 <a href="https://www.alliedfinancialservices.com/blog/january-2024-your-money-matters" itemprop="url">January 2024: Your Money Matters</a> 1402 </h2> 1403 1404 <div class="c-post-details"> 1405 1406 <span class="c-post-header__date">Tuesday, January 2, 2024</span> 1407 </div> 1408 </div> 1409 1410 <p class="c-post-summary" itemprop="description"> 1411 This month’s Your Money Matters newsletter contains helpful information on tips for changing unhealthy behaviors, important considerations for your investment philosophy, alternative uses for college savings plans, and... 1412 </p> 1413 1414 <a href="https://www.alliedfinancialservices.com/blog/january-2024-your-money-matters" itemprop="url">Read More</a> 1415 </div> 1416 </div> 1417 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 1418 <div class="c-post__image"> 1419 <a href="https://www.alliedfinancialservices.com/blog/december-2023-your-money-matters" itemprop="url" > 1420 <img src="//static.fmgsuite.com/media/ContentFMG/thumbn
1420ails/805e4cda-04dc-4a7b-871f-a9882f7d1b82.jpg?v=2" alt="December 2023: Your Money Matters" itemprop="thumbnailUrl" /> 1421 </a> 1422 </div> 1423 <div class="c-post__content"> 1424 <div class="c-post-header"> 1425 <h2 class="c-post-header__title" itemprop="headline"> 1426 <a href="https://www.alliedfinancialservices.com/blog/december-2023-your-money-matters" itemprop="url">December 2023: Your Money Matters</a> 1427 </h2> 1428 1429 <div class="c-post-details"> 1430 1431 <span class="c-post-header__date">Wednesday, November 29, 2023</span> 1432 </div> 1433 </div> 1434 1435 <p class="c-post-summary" itemprop="description"> 1436 This month’s Your Money Matters newsletter contains helpful information about how biases affect your financial choices, the link between debt and stress, important considerations before tapping retirement savings... 1437 </p> 1438 1439 <a href="https://www.alliedfinancialservices.com/blog/december-2023-your-money-matters" itemprop="url">Read More</a> 1440 </div> 1441 </div> 1442 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 1443 <div class="c-post__image"> 1444 <a href="https://www.alliedfinancialservices.com/blog/november-2023-your-money-matters" itemprop="url" > 1445 <img src="//static.fmgsuite.com/media/ContentFMG/thumbnails/bf7098b1-4982-4198-a6f2-f037ce70a365.jpg?v=2" alt="November 2023: Your Money Matters" itemprop="thumbnailUrl" /> 1446 </a> 1447 </div> 1448 <div class="c-post__content"> 1449 <div class="c-post-header"> 1450 <h2 class="c-post-header__title" itemprop="headline"> 1451 <a href="https://www.alliedfinancialservices.com/blog/november-2023-your-money-matters" itemprop="url">November 2023: Your Money Matters</a> 1452 </h2> 1453 1454 <div class="c-post-details"> 1455 1456 <span class="c-post-header__date">Thursday, October 26, 2023</span> 1457 </div> 1458 </div> 1459 1460 <p class="c-post-summary" itemprop="description"> 1461 This month's Your Money Matters newsletter contains helpful information about how capital gains are taxed, important considerations regarding your life insurance needs, a look at how asset classes perform, and an overview of home... 1462 </p> 1463 1464 <a href="https://www.alliedfinancialservices.com/blog/november-2023-your-money-matters" itemprop="url">Read More</a> 1465 </div> 1466 </div> 1467 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 1468 <div class="c-post__image"> 1469 <a href="https://www.alliedfinancialservices.com/blog/october-2023-your-money-matters" itemprop="url" > 1470 <img src="//static.fmgsuite.com/media/ContentFMG/thumbnails/af03f650-e6c8-42ad-836e-4fab0334e6cc.jpg?v=2" alt="October 2023: Your Money Matters" itemprop="thumbnailUrl" /> 1471 </a> 1472 </div> 1473 <div class="c-post__content"> 1474 <div class="c-post-header"> 1475 <h2 class="c-post-header__title" itemprop="headline"> 1476 <a href="https://www.alliedfinancialservices.com/blog/october-2023-your-money-matters" itemprop="url">October 2023: Your Money Matters</a> 1477 </h2> 1478 1479 <div class="c-post-details"> 1480 1481 <span class="c-post-header__date">Thursday, September 28, 2023</span> 1482 </div> 1483 </div> 1484 1485 <p class="c-post-summary" itemprop="description"> 1486 This month’s Your Money Matters features a fun (and retro) "graphic novel" overview about identity fraud (October is National Cyber Security Awareness Month!). We also cover helpful information about municipal bonds,... 1487 </p> 1488 1489 <a href="https://www.alliedfinancialservices.com/blog/october-2023-your-money-matters" itemprop="url">Read More</a> 1490 </div> 1491 </div> 1492 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 1493 <div class="c-post__image"> 1494 <a href="https://www.alliedfinancialservices.com/blog/the-best-gift-you-can-give-get-financially-organized" itemprop="url" > 1495 <img src="//static.fmgsuite.com/media/ContentFMG/thumbn
1495ails/9ef7f575-debc-43a6-86cb-33bc3652d13c.jpg?v=2" alt="The Best Gift You Can Give? Get Financially Organized." itemprop="thumbnailUrl" /> 1496 </a> 1497 </div> 1498 <div class="c-post__content"> 1499 <div class="c-post-header"> 1500 <h2 class="c-post-header__title" itemprop="headline"> 1501 <a href="https://www.alliedfinancialservices.com/blog/the-best-gift-you-can-give-get-financially-organized" itemprop="url">The Best Gift You Can Give? Get Financially Organized.</a> 1502 </h2> 1503 1504 <div class="c-post-details"> 1505 <div class="c-post-author"> 1506 <img class="c-post-author__image" src="//static.fmgsuite.com/media/thumbs/030c24d8-ef3a-4beb-9dad-8ca2bbe13e2c.jpg?v=1" /> 1507 1508 <span class="c-post-author__text" itemprop="author"> 1509 Jason Tabor, CFP* 1510 </span> 1511 </div> 1512 1513 <span class="c-post-header__date">Tuesday, September 26, 2023</span> 1514 </div> 1515 </div> 1516 1517 <p class="c-post-summary" itemprop="description"> 1518 Preparing an organized reference document outlining your personal financial life might be the best gift you ever give. 1519 </p> 1520 1521 <a href="https://www.alliedfinancialservices.com/blog/the-best-gift-you-can-give-get-financially-organized" itemprop="url">Read More</a> 1522 </div> 1523 </div> 1524 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 1525 <div class="c-post__image"> 1526 <a href="https://www.alliedfinancialservices.com/blog/us-credit-rating-downgrade" itemprop="url" > 1527 <img src="//static.fmgsuite.com/media/ContentFMG/thumbnails/e18d417f-1161-4a9a-b410-4a1a5367b49a.jpg?v=2" alt="US Credit Rating Downgrade" itemprop="thumbnailUrl" /> 1528 </a> 1529 </div> 1530 <div class="c-post__content"> 1531 <div class="c-post-header"> 1532 <h2 class="c-post-header__title" itemprop="headline"> 1533 <a href="https://www.alliedfinancialservices.com/blog/us-credit-rating-downgrade" itemprop="url">US Credit Rating Downgrade</a> 1534 </h2> 1535 1536 <div class="c-post-details"> 1537 1538 <span class="c-post-header__date">Monday, August 21, 2023</span> 1539 </div> 1540 </div> 1541 1542 <p class="c-post-summary" itemprop="description"> 1543 The rating agency Fitch downgraded the US government credit rating one notch from AAA, its highest grade, to AA+ on August 1, 2023. 1544 </p> 1545 1546 <a href="https://www.alliedfinancialservices.com/blog/us-credit-rating-downgrade" itemprop="url">Read More</a> 1547 </div> 1548 </div> 1549 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 1550 <div class="c-post__image"> 1551 </div> 1552 <div class="c-post__content"> 1553 <div class="c-post-header"> 1554 <h2 class="c-post-header__title" itemprop="headline"> 1555 <a href="https://www.alliedfinancialservices.com/blog/august-2023-your-money-matters" itemprop="url">August 2023: Your Money Matters</a> 1556 </h2> 1557 1558 <div class="c-post-details"> 1559 1560 <span class="c-post-header__date">Tuesday, August 1, 2023</span> 1561 </div> 1562 </div> 1563 1564 <p class="c-post-summary" itemprop="description"> 1565 This month’s Your Money Matters newsletter contains helpful information about how inflation impacts your portfolio, why it's important to control your future by creating a will, understanding equity compensation, and... 1566 </p> 1567 1568 <a href="https://www.alliedfinancialservices.com/blog/august-2023-your-money-matters" itemprop="url">Read More</a> 1569 </div> 1570 </div> 1571 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 1572 <div class="c-post__image"> 1573 <a href="https://www.alliedfinancialservices.com/blog/financial-aid-for-students-101" itemprop="url" > 1574 <img src="//static.fmgsuite.com/media/ContentFMG/thumbn
1574ails/e1449cca-3e65-4443-bd1b-f2e010b0cc35.jpg?v=2" alt="Financial Aid for Students 101" itemprop="thumbnailUrl" /> 1575 </a> 1576 </div> 1577 <div class="c-post__content"> 1578 <div class="c-post-header"> 1579 <h2 class="c-post-header__title" itemprop="headline"> 1580 <a href="https://www.alliedfinancialservices.com/blog/financial-aid-for-students-101" itemprop="url">Financial Aid for Students 101</a> 1581 </h2> 1582 1583 <div class="c-post-details"> 1584 1585 <span class="c-post-header__date">Friday, July 28, 2023</span> 1586 </div> 1587 </div> 1588 1589 <p class="c-post-summary" itemprop="description"> 1590 Preparing for college while still in high school can be difficult for even the most academically minded student. These days, you need to excel in the classroom, make sure you’re involved in extracurricular activities, and enroll... 1591 </p> 1592 1593 <a href="https://www.alliedfinancialservices.com/blog/financial-aid-for-students-101" itemprop="url">Read More</a> 1594 </div> 1595 </div> 1596 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 1597 <div class="c-post__image"> 1598 <a href="https://www.alliedfinancialservices.com/blog/avoiding-a-self-inflicted-recession" itemprop="url" > 1599 <img src="//static.fmgsuite.com/media/ContentFMG/thumbnails/ef771a03-511b-4a3b-9427-1a5c807fa28d.jpg?v=2" alt="Avoiding a âSelf-inflicted Recessionâ" itemprop="thumbnailUrl" /> 1600 </a> 1601 </div> 1602 <div class="c-post__content"> 1603 <div class="c-post-header"> 1604 <h2 class="c-post-header__title" itemprop="headline"> 1605 <a href="https://www.alliedfinancialservices.com/blog/avoiding-a-self-inflicted-recession" itemprop="url">Avoiding a âSelf-inflicted Recessionâ</a> 1606 </h2> 1607 1608 <div class="c-post-details"> 1609 1610 <span class="c-post-header__date">Wednesday, June 28, 2023</span> 1611 </div> 1612 </div> 1613 1614 <p class="c-post-summary" itemprop="description"> 1615 After the dramatic events in the banking sector, many investors are worried about a potential recession, and for a good reason. Recessions have real-world impacts on people’s financial security and well-being. 1616 </p> 1617 1618 <a href="https://www.alliedfinancialservices.com/blog/avoiding-a-self-inflicted-recession" itemprop="url">Read More</a> 1619 </div> 1620 </div> 1621 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 1622 <div class="c-post__image"> 1623 <a href="https://www.alliedfinancialservices.com/blog/july-2023-your-money-matters" itemprop="url" > 1624 <img src="//static.fmgsuite.com/media/ContentFMG/thumbnails/ccbf6d96-ab78-4582-b574-8b7e5f801dc3.jpg?v=2" alt="July 2023: Your Money Matters" itemprop="thumbnailUrl" /> 1625 </a> 1626 </div> 1627 <div class="c-post__content"> 1628 <div class="c-post-header"> 1629 <h2 class="c-post-header__title" itemprop="headline"> 1630 <a href="https://www.alliedfinancialservices.com/blog/july-2023-your-money-matters" itemprop="url">July 2023: Your Money Matters</a> 1631 </h2> 1632 1633 <div class="c-post-details"> 1634 1635 <span class="c-post-header__date">Tuesday, June 27, 2023</span> 1636 </div> 1637 </div> 1638 1639 <p class="c-post-summary" itemprop="description"> 1640 This month’s Your Money Matters newsletter contains great tips for revising how you view your bucket list, new tax rules to know when selling your home, info on why portfolio rebalancing is so important, and considerations when buying vacat 1641 </p> 1642 1643 <a href="https://www.alliedfinancialservices.com/blog/july-2023-your-money-matters" itemprop="url">Read More</a> 1644 </div> 1645 </div> 1646 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 1647 <div class="c-post__image"> 1648 <a href="https://www.alliedfinancialservices.com/blog/june-2023-your-money-matters" itemprop="url" > 1649 <img src="//static.fmgsuite.com/media/ContentFMG/thumbn
1649ails/c4eb6c14-b1ca-4d58-a5ab-732259fbe6ea.jpg?v=2" alt="June 2023: Your Money Matters" itemprop="thumbnailUrl" /> 1650 </a> 1651 </div> 1652 <div class="c-post__content"> 1653 <div class="c-post-header"> 1654 <h2 class="c-post-header__title" itemprop="headline"> 1655 <a href="https://www.alliedfinancialservices.com/blog/june-2023-your-money-matters" itemprop="url">June 2023: Your Money Matters</a> 1656 </h2> 1657 1658 <div class="c-post-details"> 1659 1660 <span class="c-post-header__date">Thursday, June 1, 2023</span> 1661 </div> 1662 </div> 1663 1664 <p class="c-post-summary" itemprop="description"> 1665 This month, Your Money Matters newsletter encourages you to stop wasting money, weighs the pros and cons of prepaid debit cards, shares a quick guide to checking to see if you have unclaimed money, and looks into how long a $20 bill lasts.  1666 </p> 1667 1668 <a href="https://www.alliedfinancialservices.com/blog/june-2023-your-money-matters" itemprop="url">Read More</a> 1669 </div> 1670 </div> 1671 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 1672 <div class="c-post__image"> 1673 <a href="https://www.alliedfinancialservices.com/blog/may-2023" itemprop="url" > 1674 <img src="//static.fmgsuite.com/media/ContentFMG/thumbnails/920c9dd0-04f4-492b-882e-cd578d9f2161.jpg?v=2" alt="May 2023: Your Money Matters" itemprop="thumbnailUrl" /> 1675 </a> 1676 </div> 1677 <div class="c-post__content"> 1678 <div class="c-post-header"> 1679 <h2 class="c-post-header__title" itemprop="headline"> 1680 <a href="https://www.alliedfinancialservices.com/blog/may-2023" itemprop="url">May 2023: Your Money Matters</a> 1681 </h2> 1682 1683 <div class="c-post-details"> 1684 1685 <span class="c-post-header__date">Thursday, April 27, 2023</span> 1686 </div> 1687 </div> 1688 1689 <p class="c-post-summary" itemprop="description"> 1690 This month’s Your Money Matters newsletter encourages you to stop wasting money, weighs the pros and cons of prepaid debit cards, shares a quick guide to checking to see if you have unclaimed money, and looks into how long a $20 bill lasts. 1691 </p> 1692 1693 <a href="https://www.alliedfinancialservices.com/blog/may-2023" itemprop="url">Read More</a> 1694 </div> 1695 </div> 1696 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 1697 <div class="c-post__image"> 1698 <a href="https://www.alliedfinancialservices.com/blog/april-2023-your-money-matters" itemprop="url" > 1699 <img src="//static.fmgsuite.com/media/ContentFMG/thumbnails/b02c3beb-91d0-473b-93ca-17730ca3bf99.jpg?v=2" alt="April 2023: Your Money Matters" itemprop="thumbnailUrl" /> 1700 </a> 1701 </div> 1702 <div class="c-post__content"> 1703 <div class="c-post-header"> 1704 <h2 class="c-post-header__title" itemprop="headline"> 1705 <a href="https://www.alliedfinancialservices.com/blog/april-2023-your-money-matters" itemprop="url">April 2023: Your Money Matters</a> 1706 </h2> 1707 1708 <div class="c-post-details"> 1709 1710 <span class="c-post-header__date">Wednesday, March 29, 2023</span> 1711 </div> 1712 </div> 1713 1714 <p class="c-post-summary" itemprop="description"> 1715 This month, Your Money Matters newsletter features estate considerations for millennials, what to look for in personal finance apps, some financial literacy basics, and a quick note that it may be time for a financial checkup. 1716 </p> 1717 1718 <a href="https://www.alliedfinancialservices.com/blog/april-2023-your-money-matters" itemprop="url">Read More</a> 1719 </div> 1720 </div> 1721 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 1722 <div class="c-post__image"> 1723 <a href="https://www.alliedfinancialservices.com/blog/a-laymans-explanation-of-silicon-valley-banks-failure" itemprop="url" > 1724 <img src="//static.fmgsuite.com/media/ContentFMG/thumbn
1724ails/1d94ed01-f97f-4e47-8970-3e9f40625d9a.jpg?v=2" alt="A Laymanâs Explanation of Silicon Valley Bankâs Failure" itemprop="thumbnailUrl" /> 1725 </a> 1726 </div> 1727 <div class="c-post__content"> 1728 <div class="c-post-header"> 1729 <h2 class="c-post-header__title" itemprop="headline"> 1730 <a href="https://www.alliedfinancialservices.com/blog/a-laymans-explanation-of-silicon-valley-banks-failure" itemprop="url">A Laymanâs Explanation of Silicon Valley Bankâs Failure</a> 1731 </h2> 1732 1733 <div class="c-post-details"> 1734 <div class="c-post-author"> 1735 <img class="c-post-author__image" src="//static.fmgsuite.com/media/TeamMemberPortrait/thumbnails/c237a80b-bfa7-4013-9ad7-f44cca5cdb52.jpg?v=1" /> 1736 1737 <span class="c-post-author__text" itemprop="author"> 1738 David A. Younis, CFP®* 1739 </span> 1740 </div> 1741 1742 <span class="c-post-header__date">Thursday, March 16, 2023</span> 1743 </div> 1744 </div> 1745 1746 <p class="c-post-summary" itemprop="description"> 1747 By the time you’re reading this, you’ll have likely heard that the market has been in turmoil for these last few days as a result of contagion fears, with all of this kicked off by the sudden failure of Silicon Valley Bank... 1748 </p> 1749 1750 <a href="https://www.alliedfinancialservices.com/blog/a-laymans-explanation-of-silicon-valley-banks-failure" itemprop="url">Read More</a> 1751 </div> 1752 </div> 1753 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 1754 <div class="c-post__image"> 1755 <a href="https://www.alliedfinancialservices.com/blog/march-2023-your-money-matters" itemprop="url" > 1756 <img src="//static.fmgsuite.com/media/ContentFMG/thumbnails/d7714663-35f1-4a4a-bc2f-803a38354c9f.jpg?v=2" alt="March 2023: Your Money Matters" itemprop="thumbnailUrl" /> 1757 </a> 1758 </div> 1759 <div class="c-post__content"> 1760 <div class="c-post-header"> 1761 <h2 class="c-post-header__title" itemprop="headline"> 1762 <a href="https://www.alliedfinancialservices.com/blog/march-2023-your-money-matters" itemprop="url">March 2023: Your Money Matters</a> 1763 </h2> 1764 1765 <div class="c-post-details"> 1766 1767 <span class="c-post-header__date">Monday, February 27, 2023</span> 1768 </div> 1769 </div> 1770 1771 <p class="c-post-summary" itemprop="description"> 1772 This month our newsletter discusses the details of whole life insurance, the risks that come with extended care, tips when considering student financial aid, and a look at behavioral best practices regarding your finances. 1773 </p> 1774 1775 <a href="https://www.alliedfinancialservices.com/blog/march-2023-your-money-matters" itemprop="url">Read More</a> 1776 </div> 1777 </div> 1778 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 1779 <div class="c-post__image"> 1780 <a href="https://www.alliedfinancialservices.com/blog/february-2023-your-money-matters" itemprop="url" > 1781 <img src="//static.fmgsuite.com/media/ContentFMG/thumbnails/b0054159-de68-4d6a-99c9-b92d49046dd4.jpg?v=2" alt="February 2023: Your Money Matters" itemprop="thumbnailUrl" /> 1782 </a> 1783 </div> 1784 <div class="c-post__content"> 1785 <div class="c-post-header"> 1786 <h2 class="c-post-header__title" itemprop="headline"> 1787 <a href="https://www.alliedfinancialservices.com/blog/february-2023-your-money-matters" itemprop="url">February 2023: Your Money Matters</a> 1788 </h2> 1789 1790 <div class="c-post-details"> 1791
1792 <span class="c-post-header__date">Friday, January 27, 2023</span> 1793 </div> 1794 </div> 1795 1796 <p class="c-post-summary" itemprop="description"> 1797 Our Your Money Matters Newsletter features helpful content on disability insurance, the benefits of time when you start saving early, asks the question, “Active or Passive Investing: Which Is Better?”, and... 1798 </p> 1799 1800 <a href="https://www.alliedfinancialservices.com/blog/february-2023-your-money-matters" itemprop="url">Read More</a> 1801 </div> 1802 </div> 1803 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 1804 <div class="c-post__image"> 1805 <a href="https://www.alliedfinancialservices.com/blog/why-you-should-set-up-an-online-social-security-account" itemprop="url" > 1806 <img src="//static.fmgsuite.com/media/ContentFMG/thumbnails/a32f9498-c49f-4b7b-b51b-bb6fa896e886.jpg?v=2" alt="Why You Should Set Up An Online Social Security Account" itemprop="thumbnailUrl" /> 1807 </a> 1808 </div> 1809 <div class="c-post__content"> 1810 <div class="c-post-header"> 1811 <h2 class="c-post-header__title" itemprop="headline"> 1812 <a href="https://www.alliedfinancialservices.com/blog/why-you-should-set-up-an-online-social-security-account" itemprop="url">Why You Should Set Up An Online Social Security Account</a> 1813 </h2> 1814 1815 <div class="c-post-details"> 1816 1817 <span class="c-post-header__date">Friday, January 27, 2023</span> 1818 </div> 1819 </div> 1820 1821 <p class="c-post-summary" itemprop="description"> 1822 For many of us, Social Security plays an important part in our financial plans for retirement or later stage of life. Even if you’re years away from applying for benefits, there are good reasons to set up your online Social Security account 1823 </p> 1824 1825 <a href="https://www.alliedfinancialservices.com/blog/why-you-should-set-up-an-online-social-security-account" itemprop="url">Read More</a> 1826 </div> 1827 </div> 1828 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 1829 <div class="c-post__image"> 1830 <a href="https://www.alliedfinancialservices.com/blog/january-2023-your-money-matters" itemprop="url" > 1831 <img src="//static.fmgsuite.com/media/ContentFMG/thumbnails/94ce2e44-f646-4ea3-9221-bae03a15b439.jpg?v=2" alt="January 2023: Your Money Matters" itemprop="thumbnailUrl" /> 1832 </a> 1833 </div> 1834 <div class="c-post__content"> 1835 <div class="c-post-header"> 1836 <h2 class="c-post-header__title" itemprop="headline"> 1837 <a href="https://www.alliedfinancialservices.com/blog/january-2023-your-money-matters" itemprop="url">January 2023: Your Money Matters</a> 1838 </h2> 1839 1840 <div class="c-post-details"> 1841 1842 <span class="c-post-header__date">Wednesday, December 28, 2022</span> 1843 </div> 1844 </div> 1845 1846 <p class="c-post-summary" itemprop="description"> 1847 This month’s Your Money Matters newsletter features personal finance tips for military families, includes a run down on buying vs. leasing a car, shares some energy-saving tips to help you save money, and offers strategies to... 1848 </p> 1849 1850 <a href="https://www.alliedfinancialservices.com/blog/january-2023-your-money-matters" itemprop="url">Read More</a> 1851 </div> 1852 </div> 1853 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 1854 <div class="c-post__image"> 1855 <a href="https://www.alliedfinancialservices.com/blog/december-2022-your-money-matters" itemprop="url" > 1856 <img src="//static.fmgsuite.com/media/ContentFMG/thumbn
1856ails/11cc4233-03b8-47f2-ba1a-2995296bb548.jpg?v=2" alt="December 2022: Your Money Matters" itemprop="thumbnailUrl" /> 1857 </a> 1858 </div> 1859 <div class="c-post__content"> 1860 <div class="c-post-header"> 1861 <h2 class="c-post-header__title" itemprop="headline"> 1862 <a href="https://www.alliedfinancialservices.com/blog/december-2022-your-money-matters" itemprop="url">December 2022: Your Money Matters</a> 1863 </h2> 1864 1865 <div class="c-post-details"> 1866 1867 <span class="c-post-header__date">Tuesday, November 29, 2022</span> 1868 </div> 1869 </div> 1870 1871 <p class="c-post-summary" itemprop="description"> 1872 This month’s Your Money Matters newsletter features tips to selecting personal finance apps, an overview of the average American budget, a quick guide to checking if you have unclaimed money, and the pros and cons of prepaid debt cards. 1873 </p> 1874 1875 <a href="https://www.alliedfinancialservices.com/blog/december-2022-your-money-matters" itemprop="url">Read More</a> 1876 </div> 1877 </div> 1878 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 1879 <div class="c-post__image"> 1880 <a href="https://www.alliedfinancialservices.com/blog/act-now-to-avoid-taxes-on-non-ira-losses" itemprop="url" > 1881 <img src="//static.fmgsuite.com/media/ContentFMG/thumbnails/7f5e8192-9f8c-45f6-9ad8-025dab065491.jpg?v=2" alt="Act Now To Avoid Taxes On Non-IRA Losses" itemprop="thumbnailUrl" /> 1882 </a> 1883 </div> 1884 <div class="c-post__content"> 1885 <div class="c-post-header"> 1886 <h2 class="c-post-header__title" itemprop="headline"> 1887 <a href="https://www.alliedfinancialservices.com/blog/act-now-to-avoid-taxes-on-non-ira-losses" itemprop="url">Act Now To Avoid Taxes On Non-IRA Losses</a> 1888 </h2> 1889 1890 <div class="c-post-details"> 1891 <div class="c-post-author"> 1892 <img class="c-post-author__image" src="//static.fmgsuite.com/media/TeamMemberPortrait/thumbnails/c237a80b-bfa7-4013-9ad7-f44cca5cdb52.jpg?v=1" /> 1893 1894 <span class="c-post-author__text" itemprop="author"> 1895 David A. Younis, CFP®* 1896 </span> 1897 </div> 1898 1899 <span class="c-post-header__date">Thursday, October 27, 2022</span> 1900 </div> 1901 </div> 1902 1903 <p class="c-post-summary" itemprop="description"> 1904 If you have mutual fund investments in non-IRA accounts – you’re about to be taxed even though you’re losing money this year.  Fortunately, there is time to do something about it if you take action now. ... 1905 </p> 1906 1907 <a href="https://www.alliedfinancialservices.com/blog/act-now-to-avoid-taxes-on-non-ira-losses" itemprop="url">Read More</a> 1908 </div> 1909 </div> 1910 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 1911 <div class="c-post__image"> 1912 <a href="https://www.alliedfinancialservices.com/blog/november-2022-your-money-matters" itemprop="url" > 1913 <img src="//static.fmgsuite.com/media/ContentFMG/thumbnails/641af33f-9893-43f5-8c2c-4d24b73b8280.jpg?v=2" alt="November 2022: Your Money Matters" itemprop="thumbnailUrl" /> 1914 </a> 1915 </div> 1916 <div class="c-post__content"> 1917 <div class="c-post-header"> 1918 <h2 class="c-post-header__title" itemprop="headline"> 1919 <a href="https://www.alliedfinancialservices.com/blog/november-2022-your-money-matters" itemprop="url">November 2022: Your Money Matters</a> 1920 </h2> 1921 1922 <div class="c-post-details"> 1923
1924 <span class="c-post-header__date">Monday, October 24, 2022</span> 1925 </div> 1926 </div> 1927 1928 <p class="c-post-summary" itemprop="description"> 1929 This month features the 3 groups most stock market analysis falls into, the importance of protecting your home against flood loss, common pitfalls to avoid during a divorce, and ideas on how to stop wasting money.  1930 </p> 1931 1932 <a href="https://www.alliedfinancialservices.com/blog/november-2022-your-money-matters" itemprop="url">Read More</a> 1933 </div> 1934 </div> 1935 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 1936 <div class="c-post__image"> 1937 <a href="https://www.alliedfinancialservices.com/blog/is-the-60-40-portfolio-dead-or-just-dazed" itemprop="url" > 1938 <img src="//static.fmgsuite.com/media/ContentFMG/thumbnails/7fa84730-69a1-4c49-b709-946f909bd457.jpg?v=2" alt="Is the 60/40 Portfolio Dead or Just Dazed?" itemprop="thumbnailUrl" /> 1939 </a> 1940 </div> 1941 <div class="c-post__content"> 1942 <div class="c-post-header"> 1943 <h2 class="c-post-header__title" itemprop="headline"> 1944 <a href="https://www.alliedfinancialservices.com/blog/is-the-60-40-portfolio-dead-or-just-dazed" itemprop="url">Is the 60/40 Portfolio Dead or Just Dazed?</a> 1945 </h2> 1946 1947 <div class="c-post-details"> 1948 1949 <span class="c-post-header__date">Monday, October 17, 2022</span> 1950 </div> 1951 </div> 1952 1953 <p class="c-post-summary" itemprop="description"> 1954 2022 has dealt a blow to the 60/40 portfolio. While losses in a 60/40 portfolio are not unusual, losses in stocks and bonds simultaneously are unusual. Since 1928, with nearly 100 years of track record,... 1955 </p> 1956 1957 <a href="https://www.alliedfinancialservices.com/blog/is-the-60-40-portfolio-dead-or-just-dazed" itemprop="url">Read More</a> 1958 </div> 1959 </div> 1960 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 1961 <div class="c-post__image"> 1962 <a href="https://www.alliedfinancialservices.com/blog/nys-heath-worker-bonus" itemprop="url" > 1963 <img src="//static.fmgsuite.com/media/ContentFMG/thumbnails/959449da-c2ba-4c55-9836-d37c8de64137.jpg?v=2" alt="NYS Heath Worker Bonus" itemprop="thumbnailUrl" /> 1964 </a> 1965 </div> 1966 <div class="c-post__content"> 1967 <div class="c-post-header"> 1968 <h2 class="c-post-header__title" itemprop="headline"> 1969 <a href="https://www.alliedfinancialservices.com/blog/nys-heath-worker-bonus" itemprop="url">NYS Heath Worker Bonus</a> 1970 </h2> 1971 1972 <div class="c-post-details"> 1973 1974 <span class="c-post-header__date">Tuesday, October 11, 2022</span> 1975 </div> 1976 </div> 1977 1978 <p class="c-post-summary" itemprop="description"> 1979 As part of the 2022-2023 enacted New York State Budget, Governor Hochul and the State Legislature allocated $1.2 billion in funding to the NYS Health Care Worker Bonus (HWB) program for the payment of bonuses for certain... 1980 </p> 1981 1982 <a href="https://www.alliedfinancialservices.com/blog/nys-heath-worker-bonus" itemprop="url">Read More</a> 1983 </div> 1984 </div> 1985 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 1986 <div class="c-post__image"> 1987 <a href="https://www.alliedfinancialservices.com/blog/october-2022-your-money-matters" itemprop="url" > 1988 <img src="//static.fmgsuite.com/media/ContentFMG/thumbn
1988ails/deaaa92a-d2b4-4336-9c04-ec67d2be6b8b.jpg?v=2" alt="October 2022: Your Money Matters" itemprop="thumbnailUrl" /> 1989 </a> 1990 </div> 1991 <div class="c-post__content"> 1992 <div class="c-post-header"> 1993 <h2 class="c-post-header__title" itemprop="headline"> 1994 <a href="https://www.alliedfinancialservices.com/blog/october-2022-your-money-matters" itemprop="url">October 2022: Your Money Matters</a> 1995 </h2> 1996 1997 <div class="c-post-details"> 1998 1999 <span class="c-post-header__date">Tuesday, September 27, 2022</span> 2000 </div> 2001 </div> 2002 2003 <p class="c-post-summary" itemprop="description"> 2004 Our Your Money Matters Newsletter features money tips for newlyweds to prevent a rift, the real cost of a vacation home, how to make the tax code work for you, and how smart investors know to separate emotion from fact. Hope you... 2005 </p> 2006 2007 <a href="https://www.alliedfinancialservices.com/blog/october-2022-your-money-matters" itemprop="url">Read More</a> 2008 </div> 2009 </div> 2010 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 2011 <div class="c-post__image"> 2012 <a href="https://www.alliedfinancialservices.com/blog/the-bear-market-is-back-will-it-hibernate-soon" itemprop="url" > 2013 <img src="//static.fmgsuite.com/media/ContentFMG/thumbnails/1554e77d-e449-4249-8662-e2b480ed4c7c.jpg?v=2" alt="The Bear Market is Back, Will it Hibernate Soon?" itemprop="thumbnailUrl" /> 2014 </a> 2015 </div> 2016 <div class="c-post__content"> 2017 <div class="c-post-header"> 2018 <h2 class="c-post-header__title" itemprop="headline"> 2019 <a href="https://www.alliedfinancialservices.com/blog/the-bear-market-is-back-will-it-hibernate-soon" itemprop="url">The Bear Market is Back, Will it Hibernate Soon?</a> 2020 </h2> 2021 2022 <div class="c-post-details"> 2023 2024 <span class="c-post-header__date">Tuesday, September 27, 2022</span> 2025 </div> 2026 </div> 2027 2028 <p class="c-post-summary" itemprop="description"> 2029 After a summer rally, volatility is back in full swing. 2022 has challenged investors’ patience as almost every investment has had negative returns, with the exception of commodities, the US dollar, and cash.What’s... 2030 </p> 2031 2032 <a href="https://www.alliedfinancialservices.com/blog/the-bear-market-is-back-will-it-hibernate-soon" itemprop="url">Read More</a> 2033 </div> 2034 </div> 2035 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 2036 <div class="c-post__image"> 2037 <a href="https://www.alliedfinancialservices.com/blog/changes-in-the-section-30d-electric-vehicle-credit" itemprop="url" > 2038 <img src="//static.fmgsuite.com/media/ContentFMG/thumbnails/f73e481d-6cb6-4445-8230-79c283308006.jpg?v=2" alt="Changes in the Section 30D Electric Vehicle Credit" itemprop="thumbnailUrl" /> 2039 </a> 2040 </div> 2041 <div class="c-post__content"> 2042 <div class="c-post-header"> 2043 <h2 class="c-post-header__title" itemprop="headline"> 2044 <a href="https://www.alliedfinancialservices.com/blog/changes-in-the-section-30d-electric-vehicle-credit" itemprop="url">Changes in the Section 30D Electric Vehicle Credit</a> 2045 </h2> 2046 2047 <div class="c-post-details"> 2048 2049 <span class="c-post-header__date">Tuesday, September 20, 2022</span> 2050 </div> 2051 </div> 2052 2053 <p class="c-post-summary" itemprop="description"> 2054 The recently passed Inflation Reduction Act of 2022 includes changes to the credit available for electric vehicles. The changes are complex, and phase in over time. If you are in the market for an electric vehicle, we should review the... 2055 </p> 2056 2057 <a href="https://www.alliedfinancialservices.com/blog/changes-in-the-section-30d-electric-vehicle-credit" itemprop="url">Read More</a> 2058 </div> 2059 </div> 2060 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 2061 <div class="c-post__image"> 2062 <a href="https://www.alliedfinancialservices.com/blog/september-2022-your-money-matters" itemprop="url" > 2063 <img src="//static.fmgsuite.com/media/ContentFMG/thumbn
2063ails/d9c18fc1-2cc2-4148-99ea-ce5e2920374d.jpg?v=2" alt="September 2022: Your Money Matters" itemprop="thumbnailUrl" /> 2064 </a> 2065 </div> 2066 <div class="c-post__content"> 2067 <div class="c-post-header"> 2068 <h2 class="c-post-header__title" itemprop="headline"> 2069 <a href="https://www.alliedfinancialservices.com/blog/september-2022-your-money-matters" itemprop="url">September 2022: Your Money Matters</a> 2070 </h2> 2071 2072 <div class="c-post-details"> 2073 2074 <span class="c-post-header__date">Tuesday, August 30, 2022</span> 2075 </div> 2076 </div> 2077 2078 <p class="c-post-summary" itemprop="description"> 2079 This month features the great debate of active vs. passive investments, setting up your financial goals for success, some personal finance tips for military families and ways to protect against identity theft. Hope you enjoy, and as... 2080 </p> 2081 2082 <a href="https://www.alliedfinancialservices.com/blog/september-2022-your-money-matters" itemprop="url">Read More</a> 2083 </div> 2084 </div> 2085 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 2086 <div class="c-post__image"> 2087 <a href="https://www.alliedfinancialservices.com/blog/august-2022-your-money-matters" itemprop="url" > 2088 <img src="//static.fmgsuite.com/media/ContentFMG/thumbnails/5c96c7ac-89ab-45a9-9a56-81149d148744.jpg?v=2" alt="August 2022: Your Money Matters" itemprop="thumbnailUrl" /> 2089 </a> 2090 </div> 2091 <div class="c-post__content"> 2092 <div class="c-post-header"> 2093 <h2 class="c-post-header__title" itemprop="headline"> 2094 <a href="https://www.alliedfinancialservices.com/blog/august-2022-your-money-matters" itemprop="url">August 2022: Your Money Matters</a> 2095 </h2> 2096 2097 <div class="c-post-details"> 2098 2099 <span class="c-post-header__date">Wednesday, July 27, 2022</span> 2100 </div> 2101 </div> 2102 2103 <p class="c-post-summary" itemprop="description"> 2104 Our newsletter features how the right executor can help ensure the distribution of your assets with ease, a few tax rules on donating art, choosing between global and international funds, and tips for insuring your... 2105 </p> 2106 2107 <a href="https://www.alliedfinancialservices.com/blog/august-2022-your-money-matters" itemprop="url">Read More</a> 2108 </div> 2109 </div> 2110 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 2111 <div class="c-post__image"> 2112 </div> 2113 <div class="c-post__content"> 2114 <div class="c-post-header"> 2115 <h2 class="c-post-header__title" itemprop="headline"> 2116 <a href="https://www.alliedfinancialservices.com/blog/new-lease-accounting-standard-is-finally-here" itemprop="url">
2116New Lease Accounting Standard is Finally Here</a> 2117 </h2> 2118 2119 <div class="c-post-details"> 2120 <div class="c-post-author"> 2121 <img class="c-post-author__image" src="//static.fmgsuite.com/media/thumbs/0a76c32c-52e9-4e73-858f-551fd5412c01.jpg?v=1" /> 2122 2123 <span class="c-post-author__text" itemprop="author"> 2124 Jason Mayausky, CPA 2125 </span> 2126 </div> 2127 2128 <span class="c-post-header__date">Wednesday, July 27, 2022</span> 2129 </div> 2130 </div> 2131 2132 <p class="c-post-summary" itemprop="description"> 2133 After various covid related deferrals of effective dates, the Financial Accounting Standards Board’s (FASB) ASU 2016-02, and its governmental counterpart, the Governmental Accounting Standard Board’s (GASB) 87 are finally... 2134 </p> 2135 2136 <a href="https://www.alliedfinancialservices.com/blog/new-lease-accounting-standard-is-finally-here" itemprop="url">Read More</a> 2137 </div> 2138 </div> 2139 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 2140 <div class="c-post__image"> 2141 <a href="https://www.alliedfinancialservices.com/blog/july-2022-your-money-matters" itemprop="url" > 2142 <img src="//static.fmgsuite.com/media/ContentFMG/thumbnails/15eb5b4f-9457-4a33-9969-4ac3f98847f7.jpg?v=2" alt="July 2022: Your Money Matters" itemprop="thumbnailUrl" /> 2143 </a> 2144 </div> 2145 <div class="c-post__content"> 2146 <div class="c-post-header"> 2147 <h2 class="c-post-header__title" itemprop="headline"> 2148 <a href="https://www.alliedfinancialservices.com/blog/july-2022-your-money-matters" itemprop="url">July 2022: Your Money Matters</a> 2149 </h2> 2150 2151 <div class="c-post-details"> 2152 2153 <span class="c-post-header__date">Tuesday, June 28, 2022</span> 2154 </div> 2155 </div> 2156 2157 <p class="c-post-summary" itemprop="description"> 2158 Our newsletter this month features buying vs. leasing a car, strategies for managing student loan debt, a brief history of estate taxes, and critical estate documents. Hope you enjoy, and as always, reach out with any questions. Have a... 2159 </p> 2160 2161 <a href="https://www.alliedfinancialservices.com/blog/july-2022-your-money-matters" itemprop="url">Read More</a> 2162 </div> 2163 </div> 2164 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 2165 <div class="c-post__image"> 2166 <a href="https://www.alliedfinancialservices.com/blog/june-2022-your-money-matters" itemprop="url" > 2167 <img src="//static.fmgsuite.com/media/ContentFMG/thumbnails/5a0fa280-f4e4-425b-b5e0-20d514f3650f.jpg?v=2" alt="June 2022: Your Money Matters" itemprop="thumbnailUrl" /> 2168 </a> 2169 </div> 2170 <div class="c-post__content"> 2171 <div class="c-post-header"> 2172 <h2 class="c-post-header__title" itemprop="headline"> 2173 <a href="https://www.alliedfinancialservices.com/blog/june-2022-your-money-matters" itemprop="url">June 2022: Your Money Matters</a> 2174 </h2> 2175 2176 <div class="c-post-details"> 2177 2178 <span class="c-post-header__date">Tuesday, May 31, 2022</span> 2179 </div> 2180 </div> 2181 2182 <p class="c-post-summary" itemprop="description"> 2183 This month features an overview on when to talk to your financial professional about changes in your situation, if your retiree health care coverage goes with you overseas, includes a pre-retirement checklist to give you a... 2184 </p> 2185 2186 <a href="https://www.alliedfinancialservices.com/blog/june-2022-your-money-matters" itemprop="url">Read More</a> 2187 </div> 2188 </div> 2189 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 2190 <div class="c-post__image"> 2191 <a href="https://www.alliedfinancialservices.com/blog/may-2022-your-money-matters" itemprop="url" > 2192 <img src="//static.fmgsuite.com/media/ContentFMG/thumbn
2192ails/01d12303-cf02-4829-8503-177e34edacc0.jpg?v=2" alt="May 2022: Your Money Matters" itemprop="thumbnailUrl" /> 2193 </a> 2194 </div> 2195 <div class="c-post__content"> 2196 <div class="c-post-header"> 2197 <h2 class="c-post-header__title" itemprop="headline"> 2198 <a href="https://www.alliedfinancialservices.com/blog/may-2022-your-money-matters" itemprop="url">May 2022: Your Money Matters</a> 2199 </h2> 2200 2201 <div class="c-post-details"> 2202 2203 <span class="c-post-header__date">Thursday, April 28, 2022</span> 2204 </div> 2205 </div> 2206 2207 <p class="c-post-summary" itemprop="description"> 2208 2209 </p> 2210 2211 <a href="https://www.alliedfinancialservices.com/blog/may-2022-your-money-matters" itemprop="url">Read More</a> 2212 </div> 2213 </div> 2214 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 2215 <div class="c-post__image"> 2216 <a href="https://www.alliedfinancialservices.com/blog/choices-for-your-401k-at-a-former-employer" itemprop="url" > 2217 <img src="//static.fmgsuite.com/media/ContentFMG/thumbnails/53055d7c-5401-48c2-856b-22c554bed882.jpg?v=2" alt="Choices for Your 401(k) at a Former Employer" itemprop="thumbnailUrl" /> 2218 </a> 2219 </div> 2220 <div class="c-post__content"> 2221 <div class="c-post-header"> 2222 <h2 class="c-post-header__title" itemprop="headline"> 2223 <a href="https://www.alliedfinancialservices.com/blog/choices-for-your-401k-at-a-former-employer" itemprop="url">Choices for Your 401(k) at a Former Employer</a> 2224 </h2> 2225 2226 <div class="c-post-details"> 2227 2228 <span class="c-post-header__date">Thursday, April 28, 2022</span> 2229 </div> 2230 </div> 2231 2232 <p class="c-post-summary" itemprop="description"> 2233 2234 </p> 2235 2236 <a href="https://www.alliedfinancialservices.com/blog/choices-for-your-401k-at-a-former-employer" itemprop="url">Read More</a> 2237 </div> 2238 </div> 2239 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 2240 <div class="c-post__image"> 2241 <a href="https://www.alliedfinancialservices.com/blog/april-2022-your-money-matters" itemprop="url" > 2242 <img src="//static.fmgsuite.com/media/ContentFMG/thumbnails/c56160d7-5d17-4000-bfce-a7fc3c0ca174.jpg?v=2" alt="April 2022: Your Money Matters" itemprop="thumbnailUrl" /> 2243 </a> 2244 </div> 2245 <div class="c-post__content"> 2246 <div class="c-post-header"> 2247 <h2 class="c-post-header__title" itemprop="headline"> 2248 <a href="https://www.alliedfinancialservices.com/blog/april-2022-your-money-matters" itemprop="url">April 2022: Your Money Matters</a> 2249 </h2> 2250 2251 <div class="c-post-details"> 2252 2253 <span class="c-post-header__date">Tuesday, March 29, 2022</span> 2254 </div> 2255 </div> 2256 2257 <p class="c-post-summary" itemprop="description"> 2258 2259 </p> 2260 2261 <a href="https://www.alliedfinancialservices.com/blog/april-2022-your-money-matters" itemprop="url">Read More</a> 2262 </div> 2263 </div> 2264 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 2265 <div class="c-post__image"> 2266 </div> 2267 <div class="c-post__content"> 2268 <div class="c-post-header"> 2269 <h2 class="c-post-header__title" itemprop="headline"> 2270 <a href="https://www.alliedfinancialservices.com/blog/march-2022-your-money-matters" itemprop="url">March 2022: Your Money Matters</a> 2271 </h2> 2272 2273 <div class="c-post-details"> 2274
2275 <span class="c-post-header__date">Friday, February 25, 2022</span> 2276 </div> 2277 </div> 2278 2279 <p class="c-post-summary" itemprop="description"> 2280 2281 </p> 2282 2283 <a href="https://www.alliedfinancialservices.com/blog/march-2022-your-money-matters" itemprop="url">Read More</a> 2284 </div> 2285 </div> 2286 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 2287 <div class="c-post__image"> 2288 </div> 2289 <div class="c-post__content"> 2290 <div class="c-post-header"> 2291 <h2 class="c-post-header__title" itemprop="headline"> 2292 <a href="https://www.alliedfinancialservices.com/blog/volatility-the-painful-return-to-normal" itemprop="url">Volatility: The Painful Return to Normal</a> 2293 </h2> 2294 2295 <div class="c-post-details"> 2296 2297 <span class="c-post-header__date">Monday, January 31, 2022</span> 2298 </div> 2299 </div> 2300 2301 <p class="c-post-summary" itemprop="description"> 2302 2303 </p> 2304 2305 <a href="https://www.alliedfinancialservices.com/blog/volatility-the-painful-return-to-normal" itemprop="url">Read More</a> 2306 </div> 2307 </div> 2308 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 2309 <div class="c-post__image"> 2310 </div> 2311 <div class="c-post__content"> 2312 <div class="c-post-header"> 2313 <h2 class="c-post-header__title" itemprop="headline"> 2314 <a href="https://www.alliedfinancialservices.com/blog/february-2022-your-money-matters" itemprop="url">February 2022: Your Money Matters</a> 2315 </h2> 2316 2317 <div class="c-post-details"> 2318 2319 <span class="c-post-header__date">Monday, January 31, 2022</span> 2320 </div> 2321 </div> 2322 2323 <p class="c-post-summary" itemprop="description"> 2324 2325 </p> 2326 2327 <a href="https://www.alliedfinancialservices.com/blog/february-2022-your-money-matters" itemprop="url">Read More</a> 2328 </div> 2329 </div> 2330 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 2331 <div class="c-post__image"> 2332 </div> 2333 <div class="c-post__content"> 2334 <div class="c-post-header"> 2335 <h2 class="c-post-header__title" itemprop="headline"> 2336 <a href="https://www.alliedfinancialservices.com/blog/january-2022-your-money-matters" itemprop="url">January 2022: Your Money Matters</a> 2337 </h2> 2338 2339 <div class="c-post-details"> 2340 2341 <span class="c-post-header__date">Wednesday, December 29, 2021</span> 2342 </div> 2343 </div> 2344 2345 <p class="c-post-summary" itemprop="description"> 2346 2347 </p> 2348 2349 <a href="https://www.alliedfinancialservices.com/blog/january-2022-your-money-matters" itemprop="url">Read More</a> 2350 </div> 2351 </div> 2352 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 2353 <div class="c-post__image"> 2354 </div> 2355 <div class="c-post__content"> 2356 <div class="c-post-header"> 2357 <h2 class="c-post-header__title" itemprop="headline"> 2358 <a href="https://www.alliedfinancialservices.com/blog/december-2021-your-money-matters" itemprop="url">December 2021: Your Money Matters</a> 2359 </h2> 2360 2361 <div class="c-post-details"> 2362
2363 <span class="c-post-header__date">Tuesday, November 30, 2021</span> 2364 </div> 2365 </div> 2366 2367 <p class="c-post-summary" itemprop="description"> 2368 Our newsletter this month features a bucket plan to go with your bucket list, ensuring your retirement strategy anticipates health-care expenses, calculating your potential Social Security benefits, and considering when you should... 2369 </p> 2370 2371 <a href="https://www.alliedfinancialservices.com/blog/december-2021-your-money-matters" itemprop="url">Read More</a> 2372 </div> 2373 </div> 2374 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 2375 <div class="c-post__image"> 2376 </div> 2377 <div class="c-post__content"> 2378 <div class="c-post-header"> 2379 <h2 class="c-post-header__title" itemprop="headline"> 2380 <a href="https://www.alliedfinancialservices.com/blog/november-2021-your-money-matters" itemprop="url">November 2021: Your Money Matters</a> 2381 </h2> 2382 2383 <div class="c-post-details"> 2384 2385 <span class="c-post-header__date">Monday, November 1, 2021</span> 2386 </div> 2387 </div> 2388 2389 <p class="c-post-summary" itemprop="description"> 2390 Our newsletter this month features the savings habits of America, best practices for choosing your new car, pros and cons of prepaid debit cards, and how disability can impact your financial lifestyle. Hope you enjoy, and as always,... 2391 </p> 2392 2393 <a href="https://www.alliedfinancialservices.com/blog/november-2021-your-money-matters" itemprop="url">Read More</a> 2394 </div> 2395 </div> 2396 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 2397 <div class="c-post__image"> 2398 </div> 2399 <div class="c-post__content"> 2400 <div class="c-post-header"> 2401 <h2 class="c-post-header__title" itemprop="headline"> 2402 <a href="https://www.alliedfinancialservices.com/blog/will-inflation-be-permanently-temporary" itemprop="url">Will Inflation Be Permanently Temporary?</a> 2403 </h2> 2404 2405 <div class="c-post-details"> 2406 2407 <span class="c-post-header__date">Thursday, October 28, 2021</span> 2408 </div> 2409 </div> 2410 2411 <p class="c-post-summary" itemprop="description"> 2412 Key Takeaways Inflation remains an ongoing concern in 2021. While inflation is higher and likely to remain elevated due to challenges created by the pandemic, a look into the structural composition and the types of inflation may... 2413 </p> 2414 2415 <a href="https://www.alliedfinancialservices.com/blog/will-inflation-be-permanently-temporary" itemprop="url">Read More</a> 2416 </div> 2417 </div> 2418 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 2419 <div class="c-post__image"> 2420 <a href="https://www.alliedfinancialservices.com/blog/caring-for-aging-parents-1" itemprop="url" > 2421 <img src="//static.fmgsuite.com/media/thumbs/724a6617-ef8e-4b7c-9339-5c6f076f2ace.jpg?v=2" alt="Caring For Aging Parents" itemprop="thumbnailUrl" /> 2422 </a> 2423 </div> 2424 <div class="c-post__content"> 2425 <div class="c-post-header"> 2426 <h2 class="c-post-header__title" itemprop="headline"> 2427 <a href="https://www.alliedfinancialservices.com/blog/caring-for-aging-parents-1" itemprop="url">Caring For Aging Parents</a> 2428 </h2> 2429 2430 <div class="c-post-details"> 2431
2432 <span class="c-post-header__date">Tuesday, September 28, 2021</span> 2433 </div> 2434 </div> 2435 2436 <p class="c-post-summary" itemprop="description"> 2437 Thanks to healthier lifestyles and advances in modern medicine, the worldwide population over age 65 is growing. In the past decade, the population of Americans aged 65 and older has grown 35%, and is expected to reach 94.7 million in... 2438 </p> 2439 2440 <a href="https://www.alliedfinancialservices.com/blog/caring-for-aging-parents-1" itemprop="url">Read More</a> 2441 </div> 2442 </div> 2443 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 2444 <div class="c-post__image"> 2445 <a href="https://www.alliedfinancialservices.com/blog/how-will-working-affect-social-security-benefits" itemprop="url" > 2446 <img src="//static.fmgsuite.com/media/downloadables/images/thumbnails/76852cbc-16bb-475e-9298-f7af48813f4b.jpg?v=2" alt="How Will Working Affect Social Security Benefits?" itemprop="thumbnailUrl" /> 2447 </a> 2448 </div> 2449 <div class="c-post__content"> 2450 <div class="c-post-header"> 2451 <h2 class="c-post-header__title" itemprop="headline"> 2452 <a href="https://www.alliedfinancialservices.com/blog/how-will-working-affect-social-security-benefits" itemprop="url">How Will Working Affect Social Security Benefits?</a> 2453 </h2> 2454 2455 <div class="c-post-details"> 2456 2457 <span class="c-post-header__date">Monday, August 30, 2021</span> 2458 </div> 2459 </div> 2460 2461 <p class="c-post-summary" itemprop="description"> 2462 In a recent survey, 68% of current workers stated they plan to work for pay after retiring.1 And that possibility raises an interesting question: how will working affect Social Security benefits? The answer to that question requires an... 2463 </p> 2464 2465 <a href="https://www.alliedfinancialservices.com/blog/how-will-working-affect-social-security-benefits" itemprop="url">Read More</a> 2466 </div> 2467 </div> 2468 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 2469 <div class="c-post__image"> 2470 <a href="https://www.alliedfinancialservices.com/blog/understanding-the-meme-stock-mania" itemprop="url" > 2471 <img src="//static.fmgsuite.com/media/thumbs/63699e8f-1c10-4e76-a664-ee76905a38bd.jpg?v=2" alt="Understanding The Meme Stock Mania" itemprop="thumbnailUrl" /> 2472 </a> 2473 </div> 2474 <div class="c-post__content"> 2475 <div class="c-post-header"> 2476 <h2 class="c-post-header__title" itemprop="headline"> 2477 <a href="https://www.alliedfinancialservices.com/blog/understanding-the-meme-stock-mania" itemprop="url">Understanding The Meme Stock Mania</a> 2478 </h2> 2479 2480 <div class="c-post-details"> 2481 2482 <span class="c-post-header__date">Thursday, July 29, 2021</span> 2483 </div> 2484 </div> 2485 2486 <p class="c-post-summary" itemprop="description"> 2487 Key Take Aways Meme stock frenzy has once again taken hold of investors in 2021. While meme stocks have generated supersized returns, it has done so with supersized risk as well. Despite the sharp rise and possible eventual fall n meme... 2488 </p> 2489 2490 <a href="https://www.alliedfinancialservices.com/blog/understanding-the-meme-stock-mania" itemprop="url">Read More</a> 2491 </div> 2492 </div> 2493 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 2494 <div class="c-post__image"> 2495 <a href="https://www.alliedfinancialservices.com/blog/starting-a-roth-ira-for-a-teen" itemprop="url" > 2496 <img src="//static.fmgsuite.com/media/thumbs/324d70f8-7597-4182-b28c-98dc638088ef.jpg?v=2" alt="Starting A Roth IRA For A Teen" itemprop="thumbnailUrl" /> 2497 </a> 2498 </div> 2499 <div class="c-post__content"> 2500 <div class="c-post-header"> 2501 <h2 class="c-post-header__title" itemprop="headline"> 2502 <a href="https://www.alliedfinancialservices.com/blog/starting-a-roth-ira-for-a-teen" itemprop="url">Starting A Roth IRA For A Teen</a> 2503 </h2> 2504 2505 <div class="c-post-details"> 2506
2507 <span class="c-post-header__date">Wednesday, July 21, 2021</span> 2508 </div> 2509 </div> 2510 2511 <p class="c-post-summary" itemprop="description"> 2512 Want to give your child or grandchild a financial head start? A Roth IRA might be a choice to consider. Read on to learn more about how doing this may benefit both of you. Rules for setting up a Roth IRA. If your teen has an earned... 2513 </p> 2514 2515 <a href="https://www.alliedfinancialservices.com/blog/starting-a-roth-ira-for-a-teen" itemprop="url">Read More</a> 2516 </div> 2517 </div> 2518 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 2519 <div class="c-post__image"> 2520 <a href="https://www.alliedfinancialservices.com/blog/who-is-your-trusted-contact" itemprop="url" > 2521 <img src="//static.fmgsuite.com/media/thumbs/1d3c2759-d089-4528-81cd-1b875bf1b0b1.jpg?v=2" alt="Who Is Your Trusted Contact?" itemprop="thumbnailUrl" /> 2522 </a> 2523 </div> 2524 <div class="c-post__content"> 2525 <div class="c-post-header"> 2526 <h2 class="c-post-header__title" itemprop="headline"> 2527 <a href="https://www.alliedfinancialservices.com/blog/who-is-your-trusted-contact" itemprop="url">Who Is Your Trusted Contact?</a> 2528 </h2> 2529 2530 <div class="c-post-details"> 2531 2532 <span class="c-post-header__date">Friday, June 25, 2021</span> 2533 </div> 2534 </div> 2535 2536 <p class="c-post-summary" itemprop="description"> 2537 Investment firms have a client service feature that may be a benefit to certain investors. They will ask you whether you would like to provide the name and information of a trusted contact.1 You do not have to supply this information,... 2538 </p> 2539 2540 <a href="https://www.alliedfinancialservices.com/blog/who-is-your-trusted-contact" itemprop="url">Read More</a> 2541 </div> 2542 </div> 2543 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 2544 <div class="c-post__image"> 2545 <a href="https://www.alliedfinancialservices.com/blog/child-credit-protection" itemprop="url" > 2546 <img src="//static.fmgsuite.com/media/thumbs/2a12123f-44d2-4b02-9bcb-7fbea9d611cc.jpg?v=2" alt="Child Credit Protection" itemprop="thumbnailUrl" /> 2547 </a> 2548 </div> 2549 <div class="c-post__content"> 2550 <div class="c-post-header"> 2551 <h2 class="c-post-header__title" itemprop="headline"> 2552 <a href="https://www.alliedfinancialservices.com/blog/child-credit-protection" itemprop="url">Child Credit Protection</a> 2553 </h2> 2554 2555 <div class="c-post-details"> 2556 2557 <span class="c-post-header__date">Friday, June 4, 2021</span> 2558 </div> 2559 </div> 2560 2561 <p class="c-post-summary" itemprop="description"> 2562 Being the victim of fraud can be devastating. When it comes to protecting credit, most people only consider taking precautions for adults. But many victims of identity theft crimes are children. Why? Their credit typically goes... 2563 </p> 2564 2565 <a href="https://www.alliedfinancialservices.com/blog/child-credit-protection" itemprop="url">Read More</a> 2566 </div> 2567 </div> 2568 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 2569 <div class="c-post__image"> 2570 <a href="https://www.alliedfinancialservices.com/blog/important-birthdays-over-50" itemprop="url" > 2571 <img src="//static.fmgsuite.com/media/thumbs/2a57d085-26d0-4572-9092-8da2105b2a3d.jpg?v=2" alt="Important Birthdays Over 50" itemprop="thumbnailUrl" /> 2572 </a> 2573 </div> 2574 <div class="c-post__content"> 2575 <div class="c-post-header"> 2576 <h2 class="c-post-header__title" itemprop="headline"> 2577 <a href="https://www.alliedfinancialservices.com/blog/important-birthdays-over-50" itemprop="url">Important Birthdays Over 50</a> 2578 </h2> 2579 2580 <div class="c-post-details"> 2581
2582 <span class="c-post-header__date">Wednesday, April 7, 2021</span> 2583 </div> 2584 </div> 2585 2586 <p class="c-post-summary" itemprop="description"> 2587 Important Birthdays Over 50 Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half“ to make sure everyone knows they’re closer to the next age than the last. When you are older... 2588 </p> 2589 2590 <a href="https://www.alliedfinancialservices.com/blog/important-birthdays-over-50" itemprop="url">Read More</a> 2591 </div> 2592 </div> 2593 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 2594 <div class="c-post__image"> 2595 <a href="https://www.alliedfinancialservices.com/blog/debt-stress" itemprop="url" > 2596 <img src="//static.fmgsuite.com/media/thumbs/1457923d-4036-4c04-8655-ad0b0b603869.jpg?v=2" alt="Debt Stress" itemprop="thumbnailUrl" /> 2597 </a> 2598 </div> 2599 <div class="c-post__content"> 2600 <div class="c-post-header"> 2601 <h2 class="c-post-header__title" itemprop="headline"> 2602 <a href="https://www.alliedfinancialservices.com/blog/debt-stress" itemprop="url">Debt Stress</a> 2603 </h2> 2604 2605 <div class="c-post-details"> 2606 2607 <span class="c-post-header__date">Tuesday, December 15, 2020</span> 2608 </div> 2609 </div> 2610 2611 <p class="c-post-summary" itemprop="description"> 2612 Debt Stress The average American owes $51,900 in debt. Of that $51,900, $35,660 is from mortgage debt, $5,610 is from student loans, and $4,760 is from auto loans.1 Little wonder that money worries can be a major cause of stress. The... 2613 </p> 2614 2615 <a href="https://www.alliedfinancialservices.com/blog/debt-stress" itemprop="url">Read More</a> 2616 </div> 2617 </div> 2618 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 2619 <div class="c-post__image"> 2620 <a href="https://www.alliedfinancialservices.com/blog/how-retirement-spending-changes-with-time" itemprop="url" > 2621 <img src="//static.fmgsuite.com/media/thumbs/13c165e1-45ea-46e2-8475-9bc325dcc221.jpg?v=2" alt="How Retirement Spending Changes With Time" itemprop="thumbnailUrl" /> 2622 </a> 2623 </div> 2624 <div class="c-post__content"> 2625 <div class="c-post-header"> 2626 <h2 class="c-post-header__title" itemprop="headline"> 2627 <a href="https://www.alliedfinancialservices.com/blog/how-retirement-spending-changes-with-time" itemprop="url">How Retirement Spending Changes With Time</a> 2628 </h2> 2629 2630 <div class="c-post-details"> 2631 2632 <span class="c-post-header__date">Thursday, December 10, 2020</span> 2633 </div> 2634 </div> 2635 2636 <p class="c-post-summary" itemprop="description"> 2637 New retirees sometimes worry that they are spending too much, too soon. Should they scale back? Are they at risk of outliving their money? This concern may be legitimate. Some households "live it up" and spend more than they anticipate... 2638 </p> 2639 2640 <a href="https://www.alliedfinancialservices.com/blog/how-retirement-spending-changes-with-time" itemprop="url">Read More</a> 2641 </div> 2642 </div> 2643 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 2644 <div class="c-post__image"> 2645 <a href="https://www.alliedfinancialservices.com/blog/the-a-b-c-d-of-medicare" itemprop="url" > 2646 <img src="//static.fmgsuite.com/media/thumbs/4a2eeee8-819f-4e58-a7af-cf57c55a9267.jpg?v=2" alt="The A, B, C, & D of Medicare" itemprop="thumbnailUrl" /> 2647 </a> 2648 </div> 2649 <div class="c-post__content"> 2650 <div class="c-post-header"> 2651 <h2 class="c-post-header__title" itemprop="headline"> 2652 <a href="https://www.alliedfinancialservices.com/blog/the-a-b-c-d-of-medicare" itemprop="url">The A, B, C, & D of Medicare</a> 2653 </h2> 2654 2655 <div class="c-post-details"> 2656
2657 <span class="c-post-header__date">Friday, November 13, 2020</span> 2658 </div> 2659 </div> 2660 2661 <p class="c-post-summary" itemprop="description"> 2662 Breaking down the basics. Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical, as this government-sponsored program may play a role in your future health care... 2663 </p> 2664 2665 <a href="https://www.alliedfinancialservices.com/blog/the-a-b-c-d-of-medicare" itemprop="url">Read More</a> 2666 </div> 2667 </div> 2668 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 2669 <div class="c-post__image"> 2670 </div> 2671 <div class="c-post__content"> 2672 <div class="c-post-header"> 2673 <h2 class="c-post-header__title" itemprop="headline"> 2674 <a href="https://www.alliedfinancialservices.com/blog/socially-responsible-investing-video-series" itemprop="url">Financial Services Video Series - Socially Responsible Investing</a> 2675 </h2> 2676 2677 <div class="c-post-details"> 2678 2679 <span class="c-post-header__date">Monday, July 20, 2020</span> 2680 </div> 2681 </div> 2682 2683 <p class="c-post-summary" itemprop="description"> 2684 In this episode, Jason Tabor, CFP® discusses Socially Responsible Investing. LISTEN NOW Jason meets with clients in the Oneonta and Cooperstown offices. To schedule an introductory conversation in the Oneonta office please call... 2685 </p> 2686 2687 <a href="https://www.alliedfinancialservices.com/blog/socially-responsible-investing-video-series" itemprop="url">Read More</a> 2688 </div> 2689 </div> 2690 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 2691 <div class="c-post__image"> 2692 </div> 2693 <div class="c-post__content"> 2694 <div class="c-post-header"> 2695 <h2 class="c-post-header__title" itemprop="headline"> 2696 <a href="https://www.alliedfinancialservices.com/blog/401k-wisdom-three-vets-of-the-business-help-cut-the-learning-curve" itemprop="url">401(k) Wisdom: Three Vets of the Business Help Cut the Learning Curve</a> 2697 </h2> 2698 2699 <div class="c-post-details"> 2700 2701 <span class="c-post-header__date">Tuesday, February 18, 2020</span> 2702 </div> 2703 </div> 2704 2705 <p class="c-post-summary" itemprop="description"> 2706 New fiduciary rules have made the 401(k) space increasingly intimidating for advisors. Recently, Tunia Mycyk, Director at AssetMark Retirement Services, spoke with several 401(k) adopters to discuss how they have overcome this obstacle... 2707 </p> 2708 2709 <a href="https://www.alliedfinancialservices.com/blog/401k-wisdom-three-vets-of-the-business-help-cut-the-learning-curve" itemprop="url">Read More</a> 2710 </div> 2711 </div> 2712 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 2713 <div class="c-post__image"> 2714 </div> 2715 <div class="c-post__content"> 2716 <div class="c-post-header"> 2717 <h2 class="c-post-header__title" itemprop="headline"> 2718 <a href="https://www.alliedfinancialservices.com/blog/richard-a-romer-cpa-llc-merges-with-allied-financial-partners" itemprop="url">Richard A Romer, CPA, LLC Merges with Allied Financial Partners</a> 2719 </h2> 2720 2721 <div class="c-post-details"> 2722 2723 <span class="c-post-header__date">Friday, January 31, 2020</span> 2724 </div> 2725 </div> 2726 2727 <p class="c-post-summary" itemprop="description"> 2728 Tette, Ingersoll & Co. CPAs, PC, a division of Allied Financial Partners, is pleased to announce its merger with Richard A Romer, CPA LLC, in order to grow its services and capabilities. Richard A Romer has over 50 years of experience... 2729 </p> 2730 2731 <a href="https://www.alliedfinancialservices.com/blog/richard-a-romer-cpa-llc-merges-with-allied-financial-partners" itemprop="url">Read More</a> 2732 </div> 2733 </div> 2734 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 2735 <div class="c-post__image"> 2736 <a href="https://www.alliedfinancialservices.com/blog/allied-financial-partners-announces-promotion-of-four-employees" itemprop="url" > 2737 <img src="//static.fmgsuite.com/media/thumbs/5eaa0f03-6410-49d0-ac57-5142ea07f495.png?v=2" alt="Allied Financial Partners Announce
2737s Promotion of Four Employees" itemprop="thumbnailUrl" /> 2738 </a> 2739 </div> 2740 <div class="c-post__content"> 2741 <div class="c-post-header"> 2742 <h2 class="c-post-header__title" itemprop="headline"> 2743 <a href="https://www.alliedfinancialservices.com/blog/allied-financial-partners-announces-promotion-of-four-employees" itemprop="url">Allied Financial Partners Announces Promotion of Four Employees</a> 2744 </h2> 2745 2746 <div class="c-post-details"> 2747 2748 <span class="c-post-header__date">Thursday, January 30, 2020</span> 2749 </div> 2750 </div> 2751 2752 <p class="c-post-summary" itemprop="description"> 2753 The partners of Allied Financial Partners are pleased to announce the promotions of four dedicated employees. Tette, Ingersoll & Co., CPAs, PC, the accounting division of Allied Financial Partners, promoted Justin Bentley, CPA to... 2754 </p> 2755 2756 <a href="https://www.alliedfinancialservices.com/blog/allied-financial-partners-announces-promotion-of-four-employees" itemprop="url">Read More</a> 2757 </div> 2758 </div> 2759 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 2760 <div class="c-post__image"> 2761 <a href="https://www.alliedfinancialservices.com/blog/sarah-gordnier-joins-allied-financial-partners-as-administrative-assistant" itemprop="url" > 2762 <img src="//static.fmgsuite.com/media/thumbs/5bf52cef-c450-4fa0-a5ff-76283117600f.png?v=2" alt="Sarah Gordnier Joins Allied Financial Partners as Administrative Assistant" itemprop="thumbnailUrl" /> 2763 </a> 2764 </div> 2765 <div class="c-post__content"> 2766 <div class="c-post-header"> 2767 <h2 class="c-post-header__title" itemprop="headline"> 2768 <a href="https://www.alliedfinancialservices.com/blog/sarah-gordnier-joins-allied-financial-partners-as-administrative-assistant" itemprop="url">Sarah Gordnier Joins Allied Financial Partners as Administrative Assistant</a> 2769 </h2> 2770 2771 <div class="c-post-details"> 2772 2773 <span class="c-post-header__date">Tuesday, January 28, 2020</span> 2774 </div> 2775 </div> 2776 2777 <p class="c-post-summary" itemprop="description"> 2778 The partners of Allied Financial Partners are pleased to welcome Sarah Gordnier who joins the administrative team working out of both the Rochester and Victor office locations. Gordnier holds a Bachelor of Science in Sociology from... 2779 </p> 2780 2781 <a href="https://www.alliedfinancialservices.com/blog/sarah-gordnier-joins-allied-financial-partners-as-administrative-assistant" itemprop="url">Read More</a> 2782 </div> 2783 </div> 2784 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 2785 <div class="c-post__image"> 2786 </div> 2787 <div class="c-post__content"> 2788 <div class="c-post-header"> 2789 <h2 class="c-post-header__title" itemprop="headline"> 2790 <a href="https://www.alliedfinancialservices.com/blog/5-benefits-of-working-in-retirement" itemprop="url">5 Benefits of Working in Retirement</a> 2791 </h2> 2792 2793 <div class="c-post-details"> 2794 2795 <span class="c-post-header__date">Wednesday, December 11, 2019</span> 2796 </div> 2797 </div> 2798 2799 <p class="c-post-summary" itemprop="description"> 2800 Mental Benefits Working during retirement helps maintain mental agility as you learn new skills. Staying engaged in work helps build "mental muscle," which can lessen the risk of developing dementia and Alzheimers and ward of the signs... 2801 </p> 2802 2803 <a href="https://www.alliedfinancialservices.com/blog/5-benefits-of-working-in-retirement" itemprop="url">Read More</a> 2804 </div> 2805 </div> 2806 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 2807 <div class="c-post__image"> 2808 </div> 2809 <div class="c-post__content"> 2810 <div class="c-post-header"> 2811 <h2 class="c-post-header__title" itemprop="headline"> 2812 <a href="https://www.alliedfinancialservices.com/blog/assess-your-life-insurance-needs" itemprop="url">Assess Your Life Insurance Needs</a> 2813 </h2> 2814 2815 <div class="c-post-details"> 2816
2817 <span class="c-post-header__date">Tuesday, October 8, 2019</span> 2818 </div> 2819 </div> 2820 2821 <p class="c-post-summary" itemprop="description"> 2822 If your family relies on your income, it’s critical to consider having enough life insurance to provide for them after you pass away. But too often, life insurance is an overlooked aspect of personal finances. In fact, according... 2823 </p> 2824 2825 <a href="https://www.alliedfinancialservices.com/blog/assess-your-life-insurance-needs" itemprop="url">Read More</a> 2826 </div> 2827 </div> 2828 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 2829 <div class="c-post__image"> 2830 </div> 2831 <div class="c-post__content"> 2832 <div class="c-post-header"> 2833 <h2 class="c-post-header__title" itemprop="headline"> 2834 <a href="https://www.alliedfinancialservices.com/blog/digging-into-the-farm-laborers-fair-labor-practices-act" itemprop="url">Digging Into The Farm Laborers Fair Labor Practices Act</a> 2835 </h2> 2836 2837 <div class="c-post-details"> 2838 <div class="c-post-author"> 2839 <img class="c-post-author__image" src="//static.fmgsuite.com/media/thumbs/e2ce42d8-ca99-4166-a8c2-e780e21e174f.jpg?v=1" /> 2840 2841 <span class="c-post-author__text" itemprop="author"> 2842 Aimee Berkemeier 2843 </span> 2844 </div> 2845 2846 <span class="c-post-header__date">Friday, August 9, 2019</span> 2847 </div> 2848 </div> 2849 2850 <p class="c-post-summary" itemprop="description"> 2851 The Farm Laborers Fair Labor Practices Act was signed into law in New York State by Gov. Cuomo on July 17, and no matter how you feel about the changes enacted, the time to prepare for its January 1, 2020 effective date is now. While... 2852 </p> 2853 2854 <a href="https://www.alliedfinancialservices.com/blog/digging-into-the-farm-laborers-fair-labor-practices-act" itemprop="url">Read More</a> 2855 </div> 2856 </div> 2857 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 2858 <div class="c-post__image"> 2859 </div> 2860 <div class="c-post__content"> 2861 <div class="c-post-header"> 2862 <h2 class="c-post-header__title" itemprop="headline"> 2863 <a href="https://www.alliedfinancialservices.com/blog/traditional-vs-roth-iras" itemprop="url">Traditional vs. Roth IRAs</a> 2864 </h2> 2865 2866 <div class="c-post-details"> 2867 2868 <span class="c-post-header__date">Thursday, July 11, 2019</span> 2869 </div> 2870 </div> 2871 2872 <p class="c-post-summary" itemprop="description"> 2873 Traditional IRAs, which were created in 1974, are owned by roughly 35.1 million U.S. households. And Roth IRAs, created as part of the Taxpayer Relief Act in 1997, are owned by nearly 24.9 million households.1 Both are IRAs. And yet... 2874 </p> 2875 2876 <a href="https://www.alliedfinancialservices.com/blog/traditional-vs-roth-iras" itemprop="url">Read More</a> 2877 </div> 2878 </div> 2879 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 2880 <div class="c-post__image"> 2881 </div> 2882 <div class="c-post__content"> 2883 <div class="c-post-header"> 2884 <h2 class="c-post-header__title" itemprop="headline"> 2885 <a href="https://www.alliedfinancialservices.com/blog/time-value-of-money-why-it-matters" itemprop="url">TIME VALUE OF MONEY: Why It Matters</a> 2886 </h2> 2887 2888 <div class="c-post-details"> 2889 <div class="c-post-author"> 2890 <img class="c-post-author__image" src="//static.fmgsuite.com/media/thumbs/d5f34a3d-3801-46fe-9017-a4f413168571.jpg?v=1" /> 2891
2892 <span class="c-post-author__text" itemprop="author"> 2893 David Younis, CFP®* 2894 </span> 2895 </div> 2896 2897 <span class="c-post-header__date">Monday, July 1, 2019</span> 2898 </div> 2899 </div> 2900 2901 <p class="c-post-summary" itemprop="description"> 2902 Itʼs been a little while, but if youʼve been reading along with the last few newsletters you know that we set out to cover three important basic financial concepts. Thus far, we discussed Ê»simple versus compound interestʼ and... 2903 </p> 2904 2905 <a href="https://www.alliedfinancialservices.com/blog/time-value-of-money-why-it-matters" itemprop="url">Read More</a> 2906 </div> 2907 </div> 2908 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 2909 <div class="c-post__image"> 2910 </div> 2911 <div class="c-post__content"> 2912 <div class="c-post-header"> 2913 <h2 class="c-post-header__title" itemprop="headline"> 2914 <a href="https://www.alliedfinancialservices.com/blog/defined-active-versus-passive-investing" itemprop="url">Defined: Active versus Passive Investing</a> 2915 </h2> 2916 2917 <div class="c-post-details"> 2918 <div class="c-post-author"> 2919 <img class="c-post-author__image" src="//static.fmgsuite.com/media/thumbs/d5f34a3d-3801-46fe-9017-a4f413168571.jpg?v=1" /> 2920 2921 <span class="c-post-author__text" itemprop="author"> 2922 David Younis, CFP®* 2923 </span> 2924 </div> 2925 2926 <span class="c-post-header__date">Saturday, December 15, 2018</span> 2927 </div> 2928 </div> 2929 2930 <p class="c-post-summary" itemprop="description"> 2931 It’s been a challenging few months in the domestic securities markets, it’s been worse abroad. We can all debate about the genesis of this turmoil, but that’s not the intent of this commentary. Instead, it’s... 2932 </p> 2933 2934 <a href="https://www.alliedfinancialservices.com/blog/defined-active-versus-passive-investing" itemprop="url">Read More</a> 2935 </div> 2936 </div> 2937 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 2938 <div class="c-post__image"> 2939 </div> 2940 <div class="c-post__content"> 2941 <div class="c-post-header"> 2942 <h2 class="c-post-header__title" itemprop="headline"> 2943 <a href="https://www.alliedfinancialservices.com/blog/guidelines-for-1099-contractors" itemprop="url">Guidelines for 1099 Contractors</a> 2944 </h2> 2945 2946 <div class="c-post-details"> 2947 <div class="c-post-author"> 2948 <img class="c-post-author__image" src="//static.fmgsuite.com/media/thumbs/0d1ae4d8-1020-47d0-a8cb-253b894c223e.jpg?v=1" /> 2949 2950 <span class="c-post-author__text" itemprop="author"> 2951 Jim Swiech, CPA 2952 </span> 2953 </div> 2954 2955 <span class="c-post-header__date">Friday, December 14, 2018</span> 2956 </div> 2957 </div> 2958 2959 <p class="c-post-summary" itemprop="description"> 2960 For employers, differentiating the relationship between a 1099 Independent Contractor and an employee can be challenging. This is most commonly due to employers misunderstanding the difference between the two. Whether the relationship... 2961 </p> 2962 2963 <a href="https://www.alliedfinancialservices.com/blog/guidelines-for-1099-contractors" itemprop="url">Read More</a> 2964 </div> 2965 </div> 2966 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 2967 <div class="c-post__image"> 2968 </div> 2969 <div class="c-post__content"> 2970 <div class="c-post-header"> 2971 <h2 class="c-post-header__title" itemprop="headline"> 2972 <a href="https://www.alliedfinancialservices.com/blog/a-note-about-risk" itemprop="url">A Note About Risk</a> 2973 </h2> 2974 2975 <div class="c-post-details"> 2976 <div class="c-post-author"> 2977 <img class="c-post-author__image" src="//static.fmgsuite.com/media/thumbs/d5f34a3d-3801-46fe-9017-a4f413168571.jpg?v=1" /> 2978
2979 <span class="c-post-author__text" itemprop="author"> 2980 David Younis, CFP®* 2981 </span> 2982 </div> 2983 2984 <span class="c-post-header__date">Wednesday, October 17, 2018</span> 2985 </div> 2986 </div> 2987 2988 <p class="c-post-summary" itemprop="description"> 2989 Not long ago, I attended an investment conference where Dr. David Kelly, the Chief Global Strategist and head of the Global Market Insights Strategy Team for JP Morgan was speaking. He provided some truly insightful thoughts –... 2990 </p> 2991 2992 <a href="https://www.alliedfinancialservices.com/blog/a-note-about-risk" itemprop="url">Read More</a> 2993 </div> 2994 </div> 2995 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 2996 <div class="c-post__image"> 2997 </div> 2998 <div class="c-post__content"> 2999 <div class="c-post-header"> 3000 <h2 class="c-post-header__title" itemprop="headline"> 3001 <a href="https://www.alliedfinancialservices.com/blog/bunching-charitable-donations-will-it-reduce-my-taxes" itemprop="url">Bunching Charitable Donations â Will it reduce my taxes?</a> 3002 </h2> 3003 3004 <div class="c-post-details"> 3005 <div class="c-post-author"> 3006 <img class="c-post-author__image" src="//static.fmgsuite.com/media/thumbs/df9ce839-c83f-4c17-9a6a-8e77de8c6fa7.jpg?v=1" /> 3007 3008 <span class="c-post-author__text" itemprop="author"> 3009 Francis M. Celona, CPA, CFP®* 3010 </span> 3011 </div> 3012 3013 <span class="c-post-header__date">Monday, August 20, 2018</span> 3014 </div> 3015 </div> 3016 3017 <p class="c-post-summary" itemprop="description"> 3018 Under the new tax law, starting in 2018, many people will be able to take advantage of the increased standard deduction instead of itemizing their state and local taxes, mortgage interest, donations, etc. What if you are a borderline... 3019 </p> 3020 3021 <a href="https://www.alliedfinancialservices.com/blog/bunching-charitable-donations-will-it-reduce-my-taxes" itemprop="url">Read More</a> 3022 </div> 3023 </div> 3024 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 3025 <div class="c-post__image"> 3026 </div> 3027 <div class="c-post__content"> 3028 <div class="c-post-header"> 3029 <h2 class="c-post-header__title" itemprop="headline"> 3030 <a href="https://www.alliedfinancialservices.com/blog/save-early-save-often-to-compound-success" itemprop="url">SAVE EARLY, SAVE OFTEN TO âCOMPOUNDâ SUCCESS</a> 3031 </h2> 3032 3033 <div class="c-post-details"> 3034 <div class="c-post-author"> 3035 <img class="c-post-author__image" src="//static.fmgsuite.com/media/thumbs/d5f34a3d-3801-46fe-9017-a4f413168571.jpg?v=1" /> 3036 3037 <span class="c-post-author__text" itemprop="author"> 3038 David Younis, CFP®* 3039 </span> 3040 </div> 3041 3042 <span class="c-post-header__date">Friday, June 15, 2018</span> 3043 </div> 3044 </div> 3045 3046 <p class="c-post-summary" itemprop="description"> 3047 You’ve heard the saying “save early, save often.” Sure, it’s a cliché, but like many clichés it is borne of real world experiences. In this article, I’d like to explore WHY saving early and... 3048 </p> 3049 3050 <a href="https://www.alliedfinancialservices.com/blog/save-early-save-often-to-compound-success" itemprop="url">Read More</a> 3051 </div> 3052 </div> 3053 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 3054 <div class="c-post__image"> 3055 </div> 3056 <div class="c-post__content"> 3057 <div class="c-post-header"> 3058 <h2 class="c-post-header__title" itemprop="headline"> 3059 <a href="https://www.alliedfinancialservices.com/blog/highlight-of-significant-changes-from-the-tax-cuts-jobs-act-of-2017" itemprop="url">Highlight of Significant Changes From The Tax Cuts & Jobs Act Of 2017</a> 3060 </h2> 3061 3062 <div class="c-post-details"> 3063
3064 <span class="c-post-header__date">Wednesday, May 9, 2018</span> 3065 </div> 3066 </div> 3067 3068 <p class="c-post-summary" itemprop="description"> 3069 In December 2017, the President signed into law the Tax Cuts and Jobs Act (“Tax Act” or “Act”), which introduces the most significant changes to the U.S. tax system since 1986. With a few exceptions, the tax... 3070 </p> 3071 3072 <a href="https://www.alliedfinancialservices.com/blog/highlight-of-significant-changes-from-the-tax-cuts-jobs-act-of-2017" itemprop="url">Read More</a> 3073 </div> 3074 </div> 3075 <div class="o-ui-list__item c-post c-post__list" itemprop="blogPost" itemscope itemtype="http://schema.org/BlogPosting"> 3076 <div class="c-post__image"> 3077 </div> 3078 <div class="c-post__content"> 3079 <div class="c-post-header"> 3080 <h2 class="c-post-header__title" itemprop="headline"> 3081 <a href="https://www.alliedfinancialservices.com/blog/accounting-standards-update-2016-14-provisions-become-effective" itemprop="url">Accounting Standards Update 2016-14 Provisions Become Effective For Year Ends</a> 3082 </h2> 3083 3084 <div class="c-post-details"> 3085 3086 <span class="c-post-header__date">Thursday, February 8, 2018</span> 3087 </div> 3088 </div> 3089 3090 <p class="c-post-summary" itemprop="description"> 3091 For Year Ends Beginning After December 15, 2017 ASU 2016-14: Not-for-Profit Entities In August, 2016, the Financial Accounting Standards Board issued Accounting Standards Update (ASU) 2016-14, affecting accounting and related financial... 3092 </p> 3093 3094 <a href="https://www.alliedfinancialservices.com/blog/accounting-standards-update-2016-14-provisions-become-effective" itemprop="url">Read More</a> 3095 </div> 3096 </div> 3097</div> 3098 3099 3100 3101 </div> 3102</div> 3103</div> 3104 3105 </section> 3106 </div> 3107 <div class="footer-container"> 3108 <footer> 3109 <section class="o-container c-footer__container"> 3110 <div class="o-grid__collapse"> 3111 <div class="c-footer__contact"> 3112<div class="contact"> 3113 <h4>Contact</h4> 3114 <div class="moonlight-contact-information"> 3115 <p class="moonlight-phone">Office: <a href='tel:5854106733'>(585) 410-6733</a></p> 3116 <p class="moonlight-fax">Fax: <span>(585) 924-2645</span></p> 3117 <div class="moonlight-address_block"> 3118 <p class="moonlight-address1">90 Linden Oaks</p> 3119 <p class="moonlight-address2">Suite 100</p> 3120 <p> 3121 <span class="moonlight-city">Rochester,</span> 3122 <span class="moonlight-region">NY</span> 3123 <span class="moonlight-postalcode">14625</span> 3124 </p> 3125 </div> 3126 3127 <a href="mailto:[email protected]" itemprop="email"> 3128 [email protected] 3129 </a> 3130 </div> 3131 <div class="c-socialMedia"> 3132 <a href="https://www.facebook.com/AlliedFinancialPartners/" target="_blank" rel="noopener noreferrer" class="facebook" aria-label="Facebook"> 3133 <i class="fa fa-facebook" aria-hidden="true"></i> 3134 </a> 3135 <a href="https://twitter.com/allied_fp" target="_blank" rel="noopener noreferrer" class="twitter" aria-label="Twitter"> 3136 <i class="fa fa-twitter" aria-hidden="true"></i> 3137 </a> 3138 <a href="https://www.linkedin.com/company/allied-financial-partners/" target="_blank" rel="noopener noreferrer" class="linkedin" aria-label="LinkedIn"> 3139 <i class="fa fa-linkedin" aria-hidden="true"></i> 3140 </a> 3141 <a href="https://www.youtube.com/channel/UC0-fQDceYiu9ZhSXTmMWHZg/sub_confirmation=1" target="_blank" rel="noopener noreferrer" class="youtube" aria-label="YouTube"> 3142 <i class="fa fa-youtube" aria-hidden="true"></i> 3143 </a> 3144 </div> 3145</div> </div> 3146 <div class="c-footer__quick-links"> 3147 <section class="quickLinks"> 3148 <h4>Quick Links</h4> 3149 <ul><li><a href="https://www.alliedfinancialservices.com/resource-center/retirement" >Retirement</a></li><li><a href="https://www.alliedfinancialservices.com/resource-center/investment" >Investment</a></li><li><a href="https://www.alliedfinancialservices.com/resource-center/estate" >Estate</a></li><li><a href="https://www.alliedfinancialservices.com/resource-center/insurance" >Insurance</a></li><li><a href="https://www.alliedfinancialservices.com/resource-center/tax" >Tax</a></li><li><a href="https://www.alliedfinancialservices.com/resource-center/money" >Money</a></li><li><a href="https://www.alliedfinancialservices.com/resource-center/lifestyle" >Lifestyle</a></li><li><a href="https://www.alliedfinancialservices.com/resource-center/articles" >Latest Articles</a></li><li><a href="https://www.alliedfinancialservices.com/resource-center/vi
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