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.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Financial Strategies in a Post-DOMA World
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Purchasing homeowners insurance is critical for protecting your home.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Even if you’re young and single, you should still consider protecting yourself.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your capital gains tax.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you should be saving for college.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
If you died, what would happen to your email archives, social profiles and online accounts?
What if instead of buying that vacation home, you invested the money?
Why are 401(k) plans, annuities, and IRAs so popular?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
What are your options for investing in emerging markets?