Blog - Allied Integrated Wealth

02 Feb

Blog, Financial Planning, Retirement Planning

Key 401K Statistics You Should Know About

February 2, 2023
By Zack Armstrong

Retirement plans are the cornerstone of savings for Americans planning for retirement. In particular, defined contribution (DC) plan...

25 Jan

Blog, Financial Planning, Retirement Planning, savings

The 4 Percent Rule: The Secret to Not Outliving Your Money in Retirement

January 25, 2023
By Zack Armstrong

The 4% percent rule is a retirement investment strategy that establishes a steady and secured income stream. Experts believe this rule...

04 Jan

Investment Ideas, Retirement Planning

The Underutilized Roth IRA

January 11, 2023
By Zack Armstrong

While most investors are familiar with the traditional IRA, only some understand the powerful benefits of a Roth IRA. A Roth IRA is ...

22 Dec

Financial Planning, Retirement Planning, savings

Estate Planning 101: Statistics, Facts, and Trends

January 25, 2023
By Zack Armstrong

No one looks forward to planning for what will happen to their assets after they die. It means confronting mortality, which is problem...

05 Dec

Investment Ideas, Retirement Planning, Uncategorized

How Does 401K Work: Saving More Than Your Peers

December 5, 2022
By Zack Armstrong

For many Americans, the 401(k) plan is the bedrock of retirement planning. More than 100 million Americans are covered by these plans,...

24 Nov

Financial Planning, Investment Ideas, Investment Philosophy, Uncategorized

Which is Better Liquid Vs. Non-Liquid Assets

January 26, 2023
By Zack Armstrong

You may not have chosen your investments based on what investments are “liquid” or “non-liquid,” but understanding the difference is im...

21 Nov

Financial Planning, savings

Automating Your Finances & What Does It Mean

January 26, 2023
By Zack Armstrong

Rarely heard: I’m saving too much. On the contrary, according to a survey by Bankrate, more than half of Americans couldn’t cover th...

14 Nov

Investment Ideas, Retirement Planning

Retirement Planning Facts & Trends

January 23, 2023
By Zack Armstrong

Planning for retirement is more difficult now. A combination of the COVID-19 pandemic, high inflation, and a plunging stock and bond m...

27 Oct

Financial Planning

How to Choose Financial Advisor & Questions to Ask

January 26, 2023
By Zack Armstrong

You wouldn’t take your car in for an oil change without knowing how much it was going to cost. Yet, investors are woefully ignorant of...

11 Oct

Market Review

Quarterly Market Review: Q3 2022

October 11, 2022
By Zack Armstrong