My Business Philosophy
With over forty years of experience in the financial industry, Thomas H. Allison with Allison Financial Services, understands that as financially concerned Americans you are constantly faced with questions about your current and future financial wellbeing. Today, there are many economic challenges that can have a serious effect on the quality of your life, both now and in the future, which can also have an effect on your children and grandchildren. Americans are living longer, and one of biggest risks Americans face today is that they will “out live“ their hard earned savings or impoverish themselves due to an unexpected event. It is of upmost importance that Americans realize the value of wealth accumulation, risk management and preservation of capital. This understanding requires you to invest a small amount of time and a commitment to learn. Our goal is to lessen the financial uncertainty of your life, accumulate and preserve your wealth.
Addressing your financial affairs can often seem like a daunting task filled with stress and uncertainty. Through education, this task can be simplified so that stress and uncertainty are minimized. Using proper financial strategies, individuals may be able to identify the financial problems that concern most investors.
Allison Financial Services is passionately committed to assisting its clients in answering complex financial questions and thus enabling them to be confident about their financial future and help them achieve financial security and independence.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Entrepreneurs all face the same question, “Which business structure should I adopt?”
It's important to understand the pros and cons when considering a prepaid debit card.
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Understanding how capital gains are taxed may help you refine your investment strategies.
The uncertainties we face in retirement can erode our sense of confidence.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator will help determine whether you should invest funds or pay down debt.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
With alternative investments, it’s critical to sort through the complexity.
All about how missing the best market days (or the worst!) might affect your portfolio.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Understanding the cycle of investing may help you avoid easy pitfalls.
Pundits say a lot of things about the markets. Let's see if you can keep up.
In the world of finance, the effects of the "confidence gap" can be especially apparent.