by Joe Allaria CFP®, MBA | 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 CFP®, MBA | Jul 16, 2024 | Article, Retirement Planning
Semi-Retirement and How it Can Benefit You 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...
by Joe Allaria CFP®, MBA | Jun 20, 2024 | Article, Portfolio Management
What Does The Stock Market Do in an Election Year? 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...
by Joe Allaria CFP®, MBA | May 24, 2024 | Article, Tax Planning
Reduce Taxes with Charitable Giving 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. Give to Charity...
by Joe Allaria CFP®, MBA | Apr 10, 2024 | Article, Estate Planning, Portfolio Management
Assets and Aging: Should Parents & Adult Children Co-Own Assets? Navigating the complexities of assets and aging is a common challenge for many individuals in their 50s and 60s today. One significant aspect of this responsibility involves managing the financial...
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