Client Articles


May 27, 2025 Student Loans Are Back. Here's What Borrowers Need to Know

Allworth Head of Wealth Planning, Victoria Bogner offers a student loan guide to help you and your kids stay ahead. If you’ve been blissfully …

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Recent Posts


September 09, 2024 Protecting Senior Citizens from Scams: Awareness, Tactics, and Prevention Strategies

Written by Victoria Bogner, Director of Client Experience Scams targeting senior citizens are on the rise, with criminals exploiting trust, …

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August 30, 2024 Maximizing Financial Aid: What Parents Need to Know About Assets and Income on the FAFSA

Written by Victoria Bogner, Director of Client Experience Navigating the financial aid process for college can be a daunting task for many families, …

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August 26, 2024 How to Pick the Best Credit Card for YOU

Written by Victoria Bogner, Director of Client Experience In today's world, credit cards have become essential financial tools, offering more than …

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August 12, 2024 The Top 5 Investor Mistakes and How to Avoid Them

Head of Wealth Planning, Victoria Bogner, goes over the top five investor mistakes and strategies to avoid them.

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August 05, 2024 SECURE Act RMD Rules

Written by Cali Byrn, Financial Advisor Over the last couple of years, rules surrounding Required Minimum Distributions (RMD) and inherited accounts …

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July 29, 2024 What Exactly Are Alternative Investments, Anyway?

Written by Victoria Bogner, Director of Client Experience Investing is no longer just about stocks, bonds, and mutual funds. Enter the world of …

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July 15, 2024 9 Ways to Maximize the Benefits of a 529 Plan

Written by Victoria Bogner, Director of Client Experience As a client of Allworth Financial, you're already focused on securing a prosperous future …

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July 08, 2024 The Sweet Spot Principle: Balancing Life, Investing, and Work

Written by Victoria Bogner, Director of Client Experience In the fast-paced, often overwhelming world we live in, finding balance can be a challenge. …

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July 01, 2024 Talking to Your Adult Children About Family Finances: A Positive Guide

Written by Victoria Bogner, Director of Client Experience Navigating family finances is a crucial aspect of fostering healthy relationships and …

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June 24, 2024 Should You Rent or Buy a Home?

Written by Victoria Bogner, Director of Client Experience Deciding whether to buy or rent a home is a significant decision, especially in today’s …

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