Allen Trust Company

BOO!🎃 As Financial Planning Month wraps up, remember—your financial journey is personal, and there’s no single “right way.” We hope that you have learned more about the financial planning process throughout the month. If you'd like to learn more, check out our previous posts! Our CFP® team is here to help make planning less scary and more empowering. https://lnkd.in/gncnX5HQ #FinancialPlanning #CFP #Savings

October is Financial Planning Month! 📢 Join us every Friday for tips on securing your financial future. So, you've decided to work with a CERTIFIED FINANCIAL PLANNER™ but are unsure what questions to ask them. Below are a handful of questions* to get the conversation going. ❔ How much do I withhold for my taxes? ❔ What type of accounts do I/should I have? ❔ How do I budget or prioritize my needs/wants/wishes? ❔ How do I get started? ❔ What's your approach to financial planning? ❔ What’s your investment philosophy? Financial planning is a collaborative, ongoing process tailored to your goals. Our CFP® professionals are here to guide you. Follow the link to learn more about preparing for your first meeting from the CFP Board: https://ow.ly/ErFF50TTLEo *These questions don't apply to all situations and are only suggestions. Be sure to think about your personal situation when preparing for your first meeting with a CFP®. #FinancialPlanning

Our CEO, Stuart B Allen, joined a meeting alongside Oregon Bankers Association peers to speak with local congresswoman, Lori Chavez- DeRemer and Congressman Tom Emmer. They discussed the regulations banks face at the federal level and discussed the OBA’s support of the ACRE Act as a necessary policy to provide much needed help to banks and their customers working in the agricultural sector. Photo Credit: OBA Friday Five newsletter from the desk of Scott Bruun, President & CEO #BankingIndustry #OregonBankersAssociation

October is Financial Planning Month! 📢 Join us every Friday for tips on securing your financial future. Financial planning is a collaborative, ongoing process tailored to your goals. Our CFP® professionals are here to guide you with personalized strategies that adapt as your life evolves. #FinancialPlanning #Process #CFP Image inspired by the CFP Board: https://lnkd.in/gqqVrxmE

The third quarter of 2024 brought its share of challenges, but despite unforeseen events, the economy and markets remained positive. Some companies even strengthened after facing unexpected cybersecurity events. As it is Cybersecurity Awareness Month, it’s a timely reminder of the importance of technology and vigilance in today’s landscape. Follow the link below to read the full Q3 commentary written by Clinton McGarvin, CFA. https://lnkd.in/gepDEwnq #CybersecurityAwareness #QuarterlyUpdate

Members of our team enjoyed the 10-Year Partners Party. Guardian Partners is a nonprofit organization dedicated to providing education and monitoring services for adult guardianships, ensuring the well-being and protection of vulnerable individuals across Oregon. Allen Trust Company was proud to be a silver sponsor for the event and our president, Tara Hendison, proudly serves on the board for the Guardian Partners. #GuardianPartners #Nonprofit Edgar Paz, CPA, Ira Kamerman, M. Kate McGinn, ATFA, Sarah Allen, Keyshaun George, Ellie Cook, Kaeleigh Aitchison

October is Financial Planning Month! 📢 We are glad to use this opportunity to share tips and topics each Friday for the month of October to get you thinking about your financial future. It is never too early – or too late – to start saving. However, given the concept of Time Value of Money, money today is worth more than the same amount in the future because of its potential to grow. 👉If you have already started contributions, you may have more saved than you think. Take inventory of what accounts you already have. Did you change jobs and leave behind a retirement plan? Did you change banks and not fully transfer your funds? Each situation is unique, that is why we are here to help. Working with a CERTIFIED FINANCIAL PLANNER™ is a great way to plan for retirement and ensure you are maximizing your savings! #FinancialPlanning #TimeValueOfMoney #RetirementPlanning

Cybersecurity starts with YOU! Did you know that 3 out of 4 data breaches involve human error? Hackers rely on phishing to trick individuals into revealing sensitive info like passwords and account details. Stay one step ahead: 👉Double-check email addresses & suspicious links 👉Use multi-factor authentication (MFA) 👉Be cautious with unexpected requests for personal info The human element is often the weakest link – but with awareness, you can protect your data. Learn more about cybersecurity from our COO, Andreas Steven's, writing in the link below! https://lnkd.in/gZ_zQg6w #CybersecurityAwareness #Phishing #MFA

October is Financial Planning Month! 📢 Although we do not need a dedicated month to share the benefits of developing a financial plan with a CFP®, we are glad to use this opportunity to share tips and topics each Friday for the month of October to get you thinking about your financial future. Just like a roadmap guides you to a destination, a financial plan can be a guide towards achieving your financial goals and success. Whether you’re just starting out in your first job, preparing for retirement, or managing debt, a well-structured plan helps you stay on track. To start, consider the following items to focus on... ▫️ Track Your Expenses - Categorize spending & tailor to your lifestyle ▫️ Develop an Emergency Fund - Aim for 3-6 months of coverage ▫️ Set Budgeting Rules - Use budgeting principles, like the 50/30/20 rule (needs/wants/savings & debt) ▫️ Before you spend - Try waiting 2-3 days to make a purchase. Our CERTIFIED FINANCIAL PLANNERS™ are here to help create a personalized roadmap tailored just for you! #FinancialPlanningMonth #FinancialGoals #SecureYourFuture

Our Vancouver, WA office building is undergoing some maintenance repairs. Our office will be closed Monday 9/30 and Thursday 10/3. No need to fret, our team in Lake Oswego is available and ready to serve you. Our office phone number is 503-292-1041 if you have additional questions. #VancouverWA #OfficeMaintenance #OfficeClosure