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David Allen

David Allen, CRPC, CLTC

Financial Advisor, Owner & Managing Partner

781-772-2459

781-431-9777

Kathleen Glennon

Kathleen Glennon

Executive Assistant to David Allen - CRPC, CLTC & Leo White - CRPC, CLTC

781-772-2462

781-431-9777

Geoffrey Morrissey

Geoffrey Morrissey

Financial Planning Assistant to Assistant to David Allen - CRPC, CLTC & Leo White - CRPC, CLTC

781-772-2458

781-431-9777

Barrett Costello

Barrett Costello

Financial Advisor & Managing Partner RI

401-437-4196

781-431-9777

Gina Martinez

Gina Martinez

Executive Assistant to Bob Veasey Jr, - CFP, Barrett Costello & David Allen - CRPC, CLTC

401-383-1500

813-345-2952

Robert "Bob" Veasey Jr.

Robert "Bob" Veasey Jr., CFP

Financial Advisor - Certified Financial Planner (1991)

401-383-1500

781-431-9777

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Caring for Aging Parents

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As our nation ages, many Americans are turning their attention to caring for aging parents.

Value vs. Growth Investing

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Social Security: The Elephant in the Room

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

 

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

Six Most Overlooked Tax Deductions

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Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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Estimate how much of your Social Security benefit may be considered taxable.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Emerging Market Opportunities

What are your options for investing in emerging markets?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

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