Smart investing doesn’t have to be complicated investing. Understanding strategies may help you avoid common pitfalls.Learn More
Where will your retirement money come from? A sound approach involves closely looking at potential retirement-income sources.Learn More
An effective estate can spell out your healthcare wishes and ensure they’re carried out – even if you are unable to communicate.Learn More
A sound insurance program can help protect your family from the financial consequences of unexpected events.Learn More
Serving as Your Financial Coach
With something as personal as your finances, it’s important to work with an advisor you trust and with whom you want to work for the long-term. After all, building a financial strategy is not a one-time event; it is an ongoing process that requires adjustments as your life or goals change. At Allison Wealth Management, we want to serve as your lifelong advisor.
We are an independent financial services firm assisting clients in all stages of life. From young families and government employees to retired couples and seasoned business owners, we help them create a roadmap designed to connect today’s reality with tomorrow’s dreams. Our top priority is to serve our clients first, last, and always. We believe our clients appreciate the value we offer and our personalized attention.
Based in Sacramento, California, we work with clients in multiple states across the country. We invite you to contact us today to learn more about how we can help you pursue your goals.Contact Us
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
The uncertainties we face in retirement can erode our sense of confidence.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
For some, the social impact of investing is just as important as the return, perhaps more important.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to assess the potential benefits of a home mortgage deduction.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
That big list of dreams and goals isn't the only way to look at your bucket list.
Investors seeking world investments can choose between global and international funds. What's the difference?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
How will you weather the ups and downs of the business cycle?
There are a few things to consider when buying or leasing your next vehicle.
Peer-to-peer payment apps are one of the newest ways to send money.