Allen G. Yee CFP, CWS of Guidant Planning, Inc.

Allen G. Yee CFP, CWS of Guidant Planning, Inc. "Providing direction... Because Retirement should be so much more than just staying afloat." Guidant Planning, Inc.

Securities and Advisory Services offered through United Planners Financial Services of America, a Limited Partnership, member FINRA/SIPC. and United Planners are independent companies.

We all want to know, “What’s next for the financial markets?” But no one knows for sure.
04/13/2026

We all want to know, “What’s next for the financial markets?” But no one knows for sure.

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Learn the ins and outs of 529 plans before you or your student heads to college.
04/12/2026

Learn the ins and outs of 529 plans before you or your student heads to college.

This article can be a helpful guide when beginning to prepare for education expenses.

Test your estate strategy knowledge with this short quiz.
04/10/2026

Test your estate strategy knowledge with this short quiz.

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Children with special needs may need ongoing help after their parents are gone.
04/08/2026

Children with special needs may need ongoing help after their parents are gone.

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.
04/06/2026

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Childhood attitudes and habits can determine your child's health in his or her adult years.
04/05/2026

Childhood attitudes and habits can determine your child's health in his or her adult years.

Healthy habits are one of the greatest gifts to give your child.

Never get stuck with the check again after watching this.
04/03/2026

Never get stuck with the check again after watching this.

Peer-to-peer payment apps are one of the newest ways to send money.

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
04/01/2026

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?

Is your estate in order? This short quiz may help you assess your overall strategy.

How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys...
03/30/2026

How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys to your house. Check out these handy, current tips on crafting a secure password.

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

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