by Joe Allaria CFP®, MBA | Jun 12, 2026 | Article, Portfolio Management, Retirement Planning
Retirement Planning for Pre-Retirees in the St. Louis Metro East: What to Focus on at 55+ Key Takeaways At 55+, retirement becomes a set of connected decisions. Income, taxes, healthcare, and housing are increasingly interconnected, so a fully integrated plan should...
by Joe Allaria CFP®, MBA | Jun 4, 2026 | Article, Portfolio Management, Retirement Planning
How to Create a Tax-Efficient Withdrawal Strategy in Retirement Key Takeaways Social Security choices shape survivor income. The age you claim can affect the benefit available to a surviving spouse, which may change how much they need to rely on investment accounts,...
by Joe Allaria CFP®, MBA | May 13, 2026 | Article, Portfolio Management, Retirement Planning
How Social Security Decisions Can Impact Your Estate Plan Key Takeaways Social Security choices shape survivor income. The age you claim can affect the benefit available to a surviving spouse, which may change how much they need to rely on investment accounts,...
by Joe Allaria CFP®, MBA | May 6, 2026 | Article, Portfolio Management, Retirement Planning
How to Turn Your Savings Into Reliable, Tax-Efficient Retirement Income Key Takeaways Turning savings into retirement income requires coordinating withdrawals, taxes, and multiple income sources. Tax-efficient strategies and account coordination can significantly...
by Joe Allaria CFP®, MBA | Apr 29, 2026 | Article, Portfolio Management, Retirement Planning
How Much Does Retirement Cost? A Realistic Look at Retirement Spending Key Takeaways Retirement spending is personal and should be built from your actual lifestyle costs, not generic rules of thumb. Guaranteed income sources like Social Security or pensions can...
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