by Joe Allaria | Aug 23, 2024 | Article, Retirement Planning
Can I Retire at 60 with $1 Million Dollars? Reaching a million dollars in your retirement portfolio by age 60 is a notable milestone, but it’s only part of the picture. True retirement readiness involves more than just hitting a financial target—it requires an...
by Joe Allaria | Jul 16, 2024 | Article, Retirement Planning
Navigating the path to retirement can be challenging, especially for those feeling overworked but want to retire in a good financial place. Semi-retirement can allow individuals to gradually reduce work hours and responsibilities while still receiving the benefits of...
by Joe Allaria | Jun 20, 2024 | Article, Portfolio Management
Anxiety tends to be high in presidential election years, as investors fear the financial impact of political outcomes. However, historical data shows no pattern that indicates election year returns are significantly different from non-election years. As the 2024...
by Joe Allaria | May 24, 2024 | Article, Tax Planning
Charitable giving not only supports meaningful causes but can also help reduce taxes if done strategically through gifting appreciated shares, Qualified Charitable Distributions (QCDs), and Donor-Advised Funds. Smarter Ways to Give to Charity and Save on Taxes...
by Joe Allaria | Apr 10, 2024 | Article, Estate Planning, Portfolio Management
Navigating the complexities of caring for aging parents is a common challenge for many individuals in their 50s and 60s today. One significant aspect of this responsibility involves managing the financial accounts of aging loved ones. This article delves into the...
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