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...
by Joe Allaria | Jan 27, 2021 | Article, Estate Planning, Portfolio Management, Tax Planning
Democrats swept the 2020 elections, which means investors are evaluating how that could impact their portfolios, taxes, and overall economic recovery. Forecasts are mixed, but investors are encouraged to keep a long-term focus. The elections dominated headlines for...
by Joe Allaria | Nov 30, 2020 | Article, Estate Planning, Retirement Planning, Tax Planning
A 529 College Savings Plan could be a great way to contribute to your child’s financial future, but is it the best? Tax-advantaged accounts, like 529s, also come with restrictions and less flexibility to offset their tax benefits. But, a 529 College Savings Plan isn’t...
by Joe Allaria | Jan 13, 2020 | Article, Estate Planning, Portfolio Management, Retirement Planning, Tax Planning
In December of 2019, the SECURE Act (Setting Every Community Up for Retirement Enhancement) was signed into law, triggering several changes for individual investors and employers that offer or have considered offering retirement plans. The SECURE Act was the latest...
by Joe Allaria | May 7, 2019 | Article, Estate Planning, Portfolio Management, Retirement Planning, Risk Management, Tax Planning
Our mothers have such an important role in all our lives. They tirelessly care for us from infancy to adulthood, usually sacrificing the things they want to do or have for us. The job of a mother is a 24/7, 365, round-the-clock responsibility, and yet they still...
by Joe Allaria | Jan 8, 2019 | Article, Estate Planning, Portfolio Management, Retirement Planning, Risk Management
A new year brings a fresh start and a sense of new opportunities. It’s a great time to set goals and make improvements in all areas of life. Financial goals are, of course, wonderful goals to focus on in any year. But, it can be difficult to know where to start when...
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