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Isaac R. Allen

529 vs. UTMA/UGMA Accounts

Intro to UGMA & UTMA Accounts

The Benefits of Opening a 529 Plan

Do I Need a Household Budget?

Is Asset Allocation Important?

Why Portfolio Rebalancing is Important

Qualified Charitable Distributions (QCDs) to the Rescue

Required Minimum Distributions (RMDs) – Oh Those Minimum Required Distributions

Tax-Loss Harvesting

On the College and Career Conversations w Dr. B Podcast

This Pandemic!

How Much Impact Does the President Have on Stocks?