Allison Berger
Allison utilizes her 10+ years of experience with Financial Symmetry working with clients to provide custom financial strategies to help them achieve their goals. She believes in building strong relationships and providing guidance through the many changes life brings. Allison has a particular interest in working with clients in or on the cusp of retirement. She has extensive experience working with the retirement and employee benefits packages of local universities and companies in Research Triangle Park. Learn more here .
Articles by Allison Berger
- Retirement & Income Planning
How Diversification Can Protect Your Retirement From Market Volatility
The outcome all depends on her initial withdrawal strategy and, crucially, how her portfolio is allocated.
- Money & Life
3 Critical Social Security Decisions—And How to Know When to Claim
Urge to claim Social Security early may stem from financial necessity, lack of other income sources, or simply a desire to get what you’ve paid for.