by Joe Allaria CFP®, MBA | Dec 23, 2024 | Article, Portfolio Management, Retirement Planning, Tax Planning
2025 Retirement Contribution Limits Key Takeaway:For 2025, you can contribute up to $23,500 to a standard 401(k) (or similar employer-sponsored plan) — and up to $7,000 to a Individual Retirement Account (IRA) (or $8,000 if you’re age 50 or older). The IRS has...
by Joe Allaria CFP®, MBA | Dec 20, 2024 | Article, Estate Planning, Risk Management
Term vs. Whole Life Insurance Key Takeaways: Term life insurance is typically far less expensive and covers you for a fixed period — ideal if you want affordable protection during years with major financial obligations. Whole life insurance costs more but provides...
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