Andrew Allen CFP -BlueTrust Financial Advisor

07/23/2026

If you’re raising children while caring for aging parents, you’re in the Sandwich Generation and no, that doesn’t mean you get a break to actually eat a sandwich. Caring for your parents, raising your kids, and protecting your own retirement don’t have to be competing goals. With the right planning you can do all three even if lunch means eating a sandwich on the run some days. Check out our latest article for some tips on navigating this season. https://www.bluetrust.com/insight/the-sandwich-generation-squeeze-planning-well-while-caring-for-the-ones-you-love

Caring for aging parents while planning for your own future can be challenging. Learn how thoughtful financial planning can help protect your retirement while honoring your family.

05/09/2026

What if your resources could help solve the world’s greatest problems? This week, we hosted an event focused on one of the biggest challenges in giving: knowing where your dollars truly make an impact and tracking the results.

Stewardship is not just about growing wealth, but using it wisely to create positive change in the world.

The Solving the World’s Greatest Problems initiative helps simplify how to identify and fund organizations doing effective, boots on the ground work.
If you want to be more intentional with your giving, a good starting point is this tool:
https://lnkd.in/eWNpfJsY It's a practical way to clarify what problems matter most to you and how you can be part of the solution.

04/25/2026

Grandparents have a unique opportunity to shape what lasts: values, perspective, and faith that often carry further than they realize. Proverbs 13:22 reminds us that “a good man leaves an inheritance to his children’s children.” That inheritance is more than just financial; it’s spiritual, relational, and character building.

This week, we hosted a conversation on the art of graceful grandparenting—supporting and encouraging the next generation while honoring the role of parents.

A little intentionality today through consistency, trust, presence, and generosity can echo for generations to come. Whether it’s sharing wisdom, modeling faithful stewardship, or creating opportunities for the next generation to grow, these are investments that compound far beyond dollars.

It’s a reminder that investing goes beyond building prosperity; it’s ultimately about investing in your posterity and who they become.

What’s one way you’ve seen grandparents invest meaningfully in the next generation?

08/05/2025

07/23/2025

Curious about the new tax legislation and how it could impact you? Check out this summary.

With President Trump signing the One Big Beautiful Bill Act (OBBBA) into law on July 4, 2025, many people are trying to wrap their heads around the new legislation. This almost 900-page sweeping legislation impacts a variety of sectors, and you may be wondering, How will this information affect me?....

04/04/2025

Global stocks dropped after the White House announced new tariff policies on April 2. Our investment team breaks down the short-term market impact and long-term implications in our latest blog.
https://www.bluetrust.com/blogs/tariff-day/