Lorna Allen, M.S., MBA, RICP Financial Services for Professionals

09/02/2026

Healthy Aging Month is here! Did you know that small changes can have a big impact? We have some tips and a few lifestyle changes that might improve your life as you age. Your health, happiness, and heart will thank you. 💪💖


Source: HealthyAging.net, May 28, 2025.
https://healthyaging.net/healthy-aging-month/10-tips-september-healthy-aging-2024month/

08/31/2026

08/30/2026

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for your family and financial situation.

Estimate how much life insurance coverage may be appropriate for your situation.

08/28/2026

Cell phone use has risen steadily, and the "where" may explain why.

08/26/2026

08/24/2026

Tenacity -- the will to succeed.

08/21/2026

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

08/19/2026

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08/14/2026

Let's take a moment to reflect on the importance of financial literacy and how it empowers us to make informed decisions about our future.

Whether you're just starting your financial journey or are a seasoned pro, there’s always something new to learn.