by Joe Allaria CFP®, MBA | Jan 9, 2023 | Article, Retirement Planning
Social Security Loopholes The Bipartisan Budget Act of 2015 made what some would consider significant changes to a few key Social Security filing strategies. Specifically, the legislation removed some well-known Social Security loopholes that were used by many to...
by Joe Allaria CFP®, MBA | Dec 27, 2022 | Article, Portfolio Management
Don’t Fear a Recession, but be Prepared With the challenges of 2022 still looming, including inflation and the Fed’s trend of aggressive interest rate hikes, some economic “experts” have called for a recession in 2023. However, it’s...
by Joe Allaria CFP®, MBA | Nov 26, 2022 | Article, Portfolio Management, Retirement Planning, Tax Planning
Year-End Strategies to Lower Taxes & Optimize Investments When a new year is approaching, that means the window for certain opportunities is closing. Taking advantage of a few simple year-end strategies can help save you taxes and increase your bottom line. The...
by Joe Allaria CFP®, MBA | Jul 26, 2022 | Article, Portfolio Management, Retirement Planning, Tax Planning
Should I Do a Roth Conversion? Roth conversions are the repositioning of assets in a Traditional IRA or qualified employer sponsored retirement plan to a Roth IRA. This strategy could make sense for investors even as they approach retirement, but it’s important...
by Joe Allaria CFP®, MBA | Apr 28, 2022 | Article, Portfolio Management, Retirement Planning
5 Mistakes in a Bear Market to Avoid Bear markets can make it difficult for investors to stay the course. Stock market volatility and negative headlines give the impression that you should be doing something and poor investor behavior may begin to emerge. Stock...
Recent Comments