by Joe Allaria | Dec 20, 2024 | Article, Estate Planning
Whole Vs. Term Life Insurance Choosing between whole and term life insurance can be challenging, as each offers unique benefits and drawbacks. This article breaks down the key differences to help you make an informed decision that aligns with your financial goals and...
by Joe Allaria | Oct 16, 2024 | Article, Estate Planning
How Much Life Insurance Do I Need? When deciding how much life insurance you need, factors like your age, financial obligations, family situation, and goals play a key role. While not everyone requires life insurance, it can be a valuable financial planning tool for...
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...
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