by Joe Allaria | Dec 11, 2021 | Article, Tax Planning
Charitable Donations Using Stock, Not Cash Charitable donations can help lower taxable income for those that itemize deductions, and donating appreciated shares of stock instead of cash could also help eliminate capital gains to the stockholder. Making charitable...
by Joe Allaria | Oct 28, 2021 | Article, Retirement Planning
Monte Carlo vs. Linear Planning for Retirement Projections Retirement planning often includes making assumptions on future unknowns. To avoid negative outcomes down the road, it’s best to understand a range of possible outcomes using either Monte Carlo simulations or...
by Joe Allaria | Sep 28, 2021 | Article, Portfolio Management, Retirement Planning
Annuities: Pros, Cons, and What are They, Anyway? Some people love them. Some hate them! So, are annuities good or are they bad? The truth is that because there are so many different types of annuities, they cannot all be characterized as either good or bad. Each...
by Joe Allaria | Aug 17, 2021 | Article, Portfolio Management, Retirement Planning
EQ vs. IQ When Investing The ups and downs of investing can cause some investors to experience “market fatigue.” It’s not always our balances that get beat down, but our emotions, which is why a high level of EQ (or emotional intelligence) can be more beneficial than...
by Joe Allaria | Jun 29, 2021 | Article, Retirement Planning, Risk Management
7 Medicare Questions You Should Know How to Answer if You’re Over 60 Medicare covers millions of Americans, yet is still widely misunderstood. Knowing when to enroll in Medicare, what Medicare covers, and the costs associated are just a few crucial things to...
Recent Comments