Ms. Nicole Y. Allen

By Nicole Y. Allen & Carisa D Epperson
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Nicole Y. Allen, CPA Financial Advisor American Express Financial Advisors, Inc.IDS Life Insurance Company 801 E. Campbell Road #250 Richardson, Texas 75081 Phone: (972) 437-9311 ext 256 Fax: (972) 437-1827

Nicole Y. Allen, Financial Advisor nicole.y.allen@aexp.com Office: (214) 428-7000

presented by Nicole Allen, CPA
...
Nicole Allen, a graduate of the University of Illinois with an M.S. in Accounting Specialization in Taxation, is also a financial advisor with American Express.Ms. Allen discussed financial planning concepts.The process, she noted, is to identify and prioritize your goals, gather information, analyze that information, propose solutions to your financial goals, and take action.
...
Ms. Allen reviewed Investment Factors, which means understanding the difference between 'rate of return' and 'growth', 'short-term' versus 'long-term'.For stability you want to have long-term goals.Review a given investment's growth potential, understand the tax management involved (is it tax free or tax diverted?), and its liquidity (marketability).Review risk management and diversification issues to select the investments that will work for you.Ms. Allen discussed investment options, including company plans, IRA's, and Non-Qualified Investments (stock/bonds/mutual funds; real estate; annuities; cash value life insurance).She discussed retirement tax strategies and the differences between Tax Deferral programs (401K plan; IRA's; annuities; insurance), and Tax Exempt programs (municipal bonds; tax-free funds; insurance cash value; and Roth IRAs).Each person must consider whether or not they want to handle these various issues on their own, or work with a Financial Advisor.It's an individual choice.Factors to consider include knowledge/expertise of financial matters, the desire to handle your financial matters, the time to do it, and accountability.Ms. Allen can be reached at (972) 543-4830 or nicole.y.allen@aexp.com for members who want additional information and who have questions regarding how to handle their finances as a writer.

presented by Nicole Allen, CPA
...
Nicole Allen, a graduate of the University of Illinois with an M.S. in Accounting Specialization in Taxation, is also a financial advisor with American Express.Ms. Allen discussed financial planning concepts.The process, she noted, is to identify and prioritize your goals, gather information, analyze that information, propose solutions to your financial goals, and take action.
...
Ms. Allen reviewed Investment Factors, which means understanding the difference between 'rate of return' and 'growth', 'short-term' versus 'long-term'.For stability you want to have long-term goals.Review a given investment's growth potential, understand the tax management involved (is it tax free or tax diverted?), and its liquidity (marketability).Review risk management and diversification issues to select the investments that will work for you.Ms. Allen discussed investment options, including company plans, IRA's, and Non-Qualified Investments (stock/bonds/mutual funds; real estate; annuities; cash value life insurance).She discussed retirement tax strategies and the differences between Tax Deferral programs (401K plan; IRA's; annuities;
...
Ms. Allen can be reached at (972) 543-4830 or nicole.y.allen@aexp.com for members who want additional information and who have questions regarding how to handle their finances as a writer.

presented by Nicole Allen, CPA
...
Nicole Allen, a graduate of the University of Illinois with an M.S. in Accounting Specialization in Taxation, is also a financial advisor with American Express.Ms. Allen discussed financial planning concepts.The process, she noted, is to identify and prioritize your goals, gather information, analyze that information, propose solutions to your financial goals, and take action.
...
Ms. Allen reviewed Investment Factors, which means understanding the difference between 'rate of return' and 'growth', 'short-term' versus 'long-term'.For stability you want to have long-term goals.Review a given investment's growth potential, understand the tax management involved (is it tax free or tax diverted?), and its liquidity (marketability).Review risk management and diversification issues to select the investments that will work for you.Ms. Allen discussed investment options, including company plans, IRA's, and Non-Qualified Investments (stock/bonds/mutual funds; real estate; annuities; cash value life insurance).She discussed retirement tax strategies and the differences between Tax Deferral programs (401K plan; IRA's; annuities;
...
Ms. Allen can be reached at (972) 543-4830 or nicole.y.allen@aexp.com for members who want additional information and who have questions regarding how to handle their finances as a writer.

Please join us at DARA at 9:30AM on October 26th at the Holiday Inn Select when Nicole Allan will present her step-by-step workshop identifying the main characters of sound financial planning, so we can assess our exposure and plot a more secure future through risk protection, tax planning, retirement planning, estate preservation and investments.

A graduate of the University of Illinois with an M.S.in Accounting Specialization in Taxation and a C.P.A., Ms. Allan is prepared to answer your questions regarding deductions and deferred taxes.Being a financial advisor with American Express for the last five years, she will also provide information on wills, investment vehicles, and demystify terms like big cap, small cap, and index funds.

Some of you already have a financial plan and can use this opportunity to expand your knowledge or evaluate your current path.Those with no plan will have an opportunity to learn inexpensive ways to improve your financial forecast and to build and protect your estates.

Ms. Allan is also aware she may be asked some "plot" questions, (i.e., if a nefarious individual wanted to con the residents of the Blue Bird Retirement Home out of their savings…).

See you Saturday, October 26th for this informative presentation.

Please join us at DARA at 9:30AM on October 26th at the Holiday Inn Select when Nicole Allan will present her step-by-step workshop identifying the main characters of sound financial planning, so we can assess our exposure and plot a more secure future through risk protection, tax planning, retirement planning, estate preservation and investments.

A graduate of the University of Illinois with an M.S.in Accounting Specialization in Taxation and a C.P.A., Ms. Allan is prepared to answer your questions regarding deductions and deferred taxes.Being a financial advisor with American Express for the last five years, she will also provide information on wills, investment vehicles, and demystify terms like big cap, small cap, and index funds.

Some of you already have a financial plan and can use this opportunity to expand your knowledge or evaluate your current path.Those with no plan will have an opportunity to learn inexpensive ways to improve your financial forecast and to build and protect your estates.

Ms. Allan is also aware she may be asked some "plot" questions, (i.e., if a nefarious individual wanted to con the residents of the Blue Bird Retirement Home out of their savings,).

See you Saturday, October 26th for this informative presentation.