by Joe Allaria CFP®, MBA | Nov 30, 2020 | Article, Estate Planning, Retirement Planning, Tax Planning
College Savings: Is a 529 Plan Right for Your Child? Key Takeaways: A 529 plan is popular because earnings can grow tax-deferred and qualified withdrawals can be tax-free, and anyone can contribute with flexibility to change beneficiaries. The downside is the strict...
by Joe Allaria CFP®, MBA | Nov 24, 2020 | Article, Portfolio Management
What to Do in Retirement Key Takeaways: Retirement usually feels better (and lasts longer) when you’re retiring to something—purpose, people, and a plan—not just away from work. A satisfying retirement often comes from intentionally building structure: how you’ll...
by Joe Allaria CFP®, MBA | Nov 3, 2020 | Article, Portfolio Management
Investment Help with 3 Simple Questions Key Takeaways: Decide whether you’re trying to beat the market or simply match it, because that choice shapes your entire strategy. Define what you mean by “the market” so you’re measuring performance against the right...
Recent Comments