Thomas C. Allen
As a Schwab Financial Consultant, it’s my job to help you create a better financial life. This page and updates are for U.S. residents only.
I will collaborate with you to help build a plan defined by your goals. I am committed to providing advice unique to your situation that is clear, relevant, and actionable, and I’ll work hard to find solutions and strategies that are right for you. I can assist you with:
• Wealth management
• Investing
• Portfolio analysis
• College planning
• And more
And you’ll benefit from Schwab’s modern appr
02/22/2022
True innovators don’t play by the same rules as everyone else. Learn four habits from past Olympic athletes and improve your performance at work and in life.
4 habits of successful Olympians you can use to be more competitive at work The biggest leaps forward come when an athlete discovers a new idea or concept that alters the game itself. This means not following the same patterns that everyone else is following. You can do this, too.
02/09/2022
Here's the third and final part in Carrie Schwab-Pomerantz's series for new investors. It's full of important information on account types, taxes and more.
Questions New Investors Are Afraid to Ask: Part 3 You’ve got the basic concepts and tools, so are you ready to invest? Not quite. Read part 3 before you buy.
02/08/2022
How do you create boundaries between your workday and evening? Taking the dog for a walk or going for a jog after work is a great way to signal the end of a day.
What are some ways you clock out?
I tried 6 different ways to ‘clock out’ at the end my workday. Here’s what I learned I tried scheduling different activities after work to create a better boundary between my professional and personal life.
02/02/2022
The second of a three-part series from Carrie Schwab-Pomerantz helps new investors understand basic investments and what to look for in choosing them. And it can also be a good refresher for experienced investors!
Questions New Investors Are Afraid to Ask: Part 2 Puzzled by how to choose investments? Here's part-2 in a 3-part series to help you decide what's right for you.
02/01/2022
Meal-prepping is a great way to start the week off with success. It’s one less item on the to-do list giving you more free time for another activity. Not to mention, these meals are also delicious!
30 Healthy Meal-Prep Ideas to Get You Through the Week These healthy meal-prep ideas range from breakfast to lunch and dinner. Get easy recipes, all ready in 30 minutes or less, to help make cooking during the week feel effortless.
01/26/2022
If it’s not always easy to do the right thing, why not make the right thing easy? That’s the idea behind a behavioral-science technique that could help you make better saving and investing decisions:
Nudge Yourself: Make Smarter Decisions with Your Money Help yourself to make better financial choices by harnessing this technique from the behavioral sciences.
01/25/2022
Small changes can add up to big improvements. By prioritizing positivity and keeping things small, we can improve our day-to-day and accomplish many of our goals.
3 small changes you can make to improve your workday The founder and CEO of DittoPR is a big fan of keeping things small because they are easier to accomplish, and the more you accomplish, the more confident you get.
01/18/2022
Whether you want to feel the satisfying crunch of snow under your boots or escape those chilly temps for a desert ramble, one thing’s for sure: You'll be able to do so without the crowds that summer brings. Read the 14 National Parks you should visit!
14 National Parks That Are Even Better in Winter Summer may be high season, but these parks are at their best in the colder months.
01/11/2022
A person can never have too many book recommendations, can they? Let’s start the New Year off with a 2022 reading goal. Let me know if you have any good book suggestions to add to my list.
22 Books to Read (or Reread) in 2022 Great reads that can help you become the person you'd like to be
01/04/2022
Have you ever tried to set a New Year’s resolution only to fall off the wagon come February? If so, you aren’t alone! Learn how to set goals that will stick and make 2022 your best year yet!
The unconventional approach to New Year’s resolutions that makes them stick With this approach, perhaps you can sidestep the inevitable challenges that come with traditional New Year’s resolutions and achieve lasting, positive changes.
12/22/2021
Introducing Schwab Starter Kit™ – designed to support first-time investors.
Introducing Schwab Starter Kit™ – Designed to Support First-Time Investors New experience gives first-time investors a jump start through a unique combination of $50 to invest in the top five stocks in the SP 500, bite-size educational content, and easy-to-use investing tools Schwab today introduced the Schwab Starter Kit™, a new experience that will provide beginner inv...
12/21/2021
Have you ever thought about what time of day you are the most charismatic? Chances are you can increase your charisma and boost your effectiveness by being more mindful about the time of day you choose. Click to learn more.
What Time of Day Are You Most Charismatic? Research suggests that understanding your circadian rhythms can help you become a better leader.
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155 Route 17 South
Paramus, NJ
07652