by Joe Allaria CFP®, MBA | Nov 30, 2020 | Article, Estate Planning, Retirement Planning, Tax Planning
College Savings: Is a 529 Plan Right for Your Child? 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...
by Joe Allaria CFP®, MBA | Jan 13, 2020 | Article, Estate Planning, Portfolio Management, Retirement Planning, Tax Planning
5 Things the SECURE Act Has Changed for Individuals 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...
by Joe Allaria CFP®, MBA | May 7, 2019 | Article, Estate Planning, Portfolio Management, Retirement Planning, Risk Management, Tax Planning
Smart Financial Planning for Your Spouse 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,...
by Joe Allaria CFP®, MBA | Jan 8, 2019 | Article, Estate Planning, Portfolio Management, Retirement Planning, Risk Management
What Positive Financial Moves Can I Make in 2019? 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,...
by Joe Allaria CFP®, MBA | Aug 6, 2018 | Article, Estate Planning, Portfolio Management, Retirement Planning, Risk Management, Tax Planning
Why Robots Are Bad Financial Advisors Featured on: In this age of rapidly advancing technology, more and more investors have opted for “DIY” financial planning and robo-advisor investment management platforms. And, with the increasing capabilities of trading...
by Joe Allaria CFP®, MBA | May 24, 2018 | Article, Estate Planning, Portfolio Management
4 Things to NOT do After Receiving an Inheritance Receiving an inheritance is likely unfamiliar territory for most individuals. In some cases, the amount of your inheritance can even be a big surprise. In any case, if you have recently received an inheritance, it’s...
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