Nicolas Allen, CFP

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Nicolas Allen, CFP Financial Advisor with Ameriprise Financial Services, LLC

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“Stocks rallied higher on the final day of the month following data showing personal income remaining largely static ver...
08/06/2024

“Stocks rallied higher on the final day of the month following data showing personal income remaining largely static versus month-ago levels, the Fed’s preferred inflation gauge coming in line with expectations, and spending trends cooling.”- Anthony Saglimbene, Ameriprise Chief Market Strategist

Get more expert insights by reading the latest Weekly Market Perspectives.

Spring means the start of wedding season. If you or a loved one is preparing to walk down the aisle, review these tips f...
25/04/2024

Spring means the start of wedding season. If you or a loved one is preparing to walk down the aisle, review these tips for starting your marriage on the right financial path.

Before you get married, discuss these important financial topics with your partner. Contact an Ameriprise financial advisor today to learn more.

Pass on financial values to your children with these age-appropriate tips. What lessons would you add to the list?
23/04/2024

Pass on financial values to your children with these age-appropriate tips. What lessons would you add to the list?

Set your children up for success.

Donut worry, it's Donuts with dad day at school!  !
12/04/2024

Donut worry, it's Donuts with dad day at school! !

We hope you have a wonderful Easter Sunday!
31/03/2024

We hope you have a wonderful Easter Sunday!

We hope you have a wonderful Easter weekend!
29/03/2024

We hope you have a wonderful Easter weekend!

As we celebrate St. Patrick's Day, our commitment to your financial success shines as bright as a pot of gold. Happy St....
17/03/2024

As we celebrate St. Patrick's Day, our commitment to your financial success shines as bright as a pot of gold. Happy St. Patrick's Day from our dedicated team!

If you earn too much to contribute directly to a Roth IRA, reach out to me for guidance on the appropriate strategy for ...
15/03/2024

If you earn too much to contribute directly to a Roth IRA, reach out to me for guidance on the appropriate strategy for your situation. I want to help you benefit from this tax-advantaged account.

Roth IRAs are powerful retirement savings accounts.

Today, we honor the strength, resilience, and achievements of women worldwide. Happy International Women’s Day!
08/03/2024

Today, we honor the strength, resilience, and achievements of women worldwide. Happy International Women’s Day!

Last week, our team had the amazing opportunity to join 2,500 other community members at the Fresno/Clovis Prayer Breakf...
08/03/2024

Last week, our team had the amazing opportunity to join 2,500 other community members at the Fresno/Clovis Prayer Breakfast. We gathered together to pray for the city leaders, first responders, teachers, and youth across our Valley and Nation. This gathering provided us with a deeper understanding of the power of prayer. We always appreciate the unity and faith that is highlighted during this event. Our team is looking forward to next year!

Grateful for the incredible team that makes every day at the office a joy. Happy Employee Appreciation Day!
01/03/2024

Grateful for the incredible team that makes every day at the office a joy. Happy Employee Appreciation Day!

Bloomberg has recognized Ameriprise Financial Chief Economist Russell Price as one of the top three most accurate econom...
29/02/2024

Bloomberg has recognized Ameriprise Financial Chief Economist Russell Price as one of the top three most accurate economic forecasters in the U.S. retail broker/dealer industry* for the eighth year running. Reach out to discuss how research insights from Russell and the rest of the Investment Research Group can support you.

Tax filing season is upon us. Here’s when to expect your tax statements from Ameriprise Financial.
23/02/2024

Tax filing season is upon us. Here’s when to expect your tax statements from Ameriprise Financial.

Here’s what to expect and when.

A tax refund can help you fast-track the path to your financial goals. Let’s connect if you want help strategizing the d...
21/02/2024

A tax refund can help you fast-track the path to your financial goals. Let’s connect if you want help strategizing the different ways you can leverage yours.

How to use your tax refund to reach your financial goals

Happy Presidents' Day!
19/02/2024

Happy Presidents' Day!

Happy Valentines Day to my sweetie and all you love birds out there!
14/02/2024

Happy Valentines Day to my sweetie and all you love birds out there!

Wishing you abundant joy, prosperity, and good fortune as we celebrate the vibrant traditions of Chinese New Year! Gong ...
10/02/2024

Wishing you abundant joy, prosperity, and good fortune as we celebrate the vibrant traditions of Chinese New Year! Gong Xi Fa Cai!

Last week our team gathered together for our annual business planning meeting. We use this time to reflect and assess th...
22/01/2024

Last week our team gathered together for our annual business planning meeting. We use this time to reflect and assess the previous year, celebrate our teams accomplishments, and set challenging goals for the year ahead. Its a valuable time together. We've been blessed with an incredible team!

15/01/2024

Dr. Martin Luther King Jr. helped pave the way to a more just world. Today we remember his contributions to a better future for all.

If paying for education – yours, a child’s or a loved one’s – is among your financial goals, let’s review the strategies...
11/01/2024

If paying for education – yours, a child’s or a loved one’s – is among your financial goals, let’s review the strategies available to you.

What are you working toward? The key to achieving your financial goals is to keep moving toward them. Let’s connect and ...
10/01/2024

What are you working toward? The key to achieving your financial goals is to keep moving toward them. Let’s connect and review your progress.

Thankful for those who protect our communities every day! Happy National Law Enforcement Day!
09/01/2024

Thankful for those who protect our communities every day! Happy National Law Enforcement Day!

If giving is a priority for you, consider the potential charitable and tax benefits of a qualified charitable distributi...
09/01/2024

If giving is a priority for you, consider the potential charitable and tax benefits of a qualified charitable distribution (QCD). I can help you weigh the pros and cons of this approach.

What is a qualified charitable distribution? And is it right for you? Learn about the benefits and requirements of a qualified charitable distribution.

08/01/2024

Slower, yet soundly positive, economic growth is what the Ameriprise Investment Research Group is watching for in 2024. Read more in this publication.

Merry Christmas and Happy New Year to you and your family! We hope you have a wonderful holiday season!
25/12/2023

Merry Christmas and Happy New Year to you and your family! We hope you have a wonderful holiday season!

The IRS announced its annual inflation adjustments for the 2024 tax year, featuring a slight uptick in income thresholds...
21/12/2023

The IRS announced its annual inflation adjustments for the 2024 tax year, featuring a slight uptick in income thresholds for each bracket compared to 2023. Let’s review together and discuss the appropriate tax strategy for you and your goals.

See which tax bracket you fall into and learn more about filing statuses and deductions.

21/12/2023

Planning your financial goals for 2024? Get the latest on key themes to watch from the Ameriprise Investment Research Group. Reach out to discuss how these findings can help support you in the year ahead.

November kicked off the holidays with laughter, love, full hearts, and happy memories! We spent some time up at the cabi...
13/12/2023

November kicked off the holidays with laughter, love, full hearts, and happy memories! We spent some time up at the cabin, enjoying the views, the grill, and ended the time wine tasting with family. How are you enjoying the holidays so far?

Wishing you and your family a Happy Thanksgiving filled with love, warmth, and plenty of laughter!
23/11/2023

Wishing you and your family a Happy Thanksgiving filled with love, warmth, and plenty of laughter!

Exploring the beauty of nature one step at a time. Happy National Take a Hike Day!
17/11/2023

Exploring the beauty of nature one step at a time. Happy National Take a Hike Day!

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