by Joe Allaria | Apr 1, 2025 | Article, Portfolio Management, Risk Management, Tax Planning, Video
Estate Planning in Illinois: Everything You Need to Know Estate planning isn’t just for the wealthy—it’s essential for anyone who wants to protect their assets and ensure their wishes are carried out. This guide breaks down the key aspects of Illinois estate planning,...
by Joe Allaria | Mar 17, 2025 | Article, Portfolio Management, Risk Management, Tax Planning, Video
How Tariffs Could Impact Your Investments, Retirement, and Everyday Expenses Tariffs can create market volatility and raise household costs, but a well-diversified financial plan helps you stay resilient. Rather than reacting impulsively, focus on long-term strategies...
by Joe Allaria | Feb 25, 2025 | Article, Portfolio Management, Retirement Planning, Video
2025 Stock Market Predictions Every year, financial experts make bold market forecasts—but most get it wrong. In 2024, the result was no different, proving once again that market timing is nearly impossible. Instead of chasing headlines, investors should focus on...
by Joe Allaria | Dec 23, 2024 | Article, Portfolio Management, Retirement Planning, Tax Planning
2025 Retirement Contribution Limits The IRS has announced new contribution limits for Traditional IRAs, Roth IRAs, 401(k)s, and Simple IRAs for 2025, along with updated Standard Deduction amounts and Marginal Tax Brackets. The IRS has released its 2025 cost of living...
by Joe Allaria | Dec 20, 2024 | Article, Estate Planning, Risk Management
Term vs. Whole Life Insurance Choosing between whole and term life insurance can be challenging, as each offers unique benefits and drawbacks. This article breaks down the key differences to help you make an informed decision that aligns with your financial goals and...
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