Brian Allen, CFP® Contributes to CNBC Article About Smart Money Moves in 2021

Posted on December 15, 2020
Brian Allen, CFP®

Brian Allen, CFP®

Founder & Chairman of Pension Consultants, Inc.

PCI Founder and Chairman, Brian Allen, CFP®, recently spoke with CNBC about the importance of having your financial house in order, especially in these turbulent times. The article, “Financial experts weigh in on 4 smart money moves to make before the end of the year,” highlights four key tips to evaluating your financial situation so you can feel more secure going into 2021: 1) reviewing your existing budget, 2) prepping for job uncertainty, 3) building your emergency fund, and 4) evaluating your retirement contributions. Allen reinforces, “Many of us have had a hard year…Financially, we may need to rebuild.”

 

For 2021, reassessing your financial situation can help you reach the goals that may have been put on hold over the course of 2020. The end of the year is always a good time to evaluate how much you are putting away for retirement. Retirement plans have a great impact on whether one can achieve financial independence and, ultimately, be able to retire on time with dignity. Brian discusses this and more in new feature!

 

To learn more about the highlighted end of year tips, check out the full article on CNBC here.

About PCI

Pension Consultants, Inc. (PCI) is an independent, fee-only retirement plan adviser on a mission to improve the financial security of American workers. PCI focuses on three key drivers of retirement readiness — Contributions, Investment Performance, Fees — to help plans prepare participants to retire on time with dignity. Pension Consultants, Inc. is registered with the Securities and Exchange Commission as an investment adviser.

About Author

Brian Allen is the author of Rewarding Retirement: How Fiduciary Committees Can Elevate Workers, Companies, And Communities, and Founder & Chairman of Pension Consultants, Inc., a fee-only plan adviser on a mission to improve the financial security of American workers. Allen has been an advocate for professionalism and a pioneer in the qualified retirement plan industry for more than 25 years. He was an early mover to a business model that eliminates incentives and inducements that can influence recommendations to clients, including commissions, gifts, marketing payments, and exotic trips. 

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