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 | Dec 5, 2018 | Article, Portfolio Management, Retirement Planning, Tax Planning
What Tax and Contribution Limit Changes Will Take Place in 2019? More changes are coming for 2020 as contribution limits are set to increase once again. This is good news for those looking to defer more of their income to their retirement accounts. See below for some...
by Joe Allaria CFP®, MBA | Dec 4, 2018 | Article, Portfolio Management, Retirement Planning
Christmas Cookie Investing There are many treasured parts of the holiday season, including the lights, gifts, and the joyful atmosphere. But, there is one part of the Christmas holiday that seems to be a favorite for those young and old; Christmas cookies. What could...
by Joe Allaria CFP®, MBA | Nov 3, 2018 | Article, Portfolio Management, Retirement Planning
Behavioral Investing Lessons from Vegas A group of advisors from our firm recently attended a conference for 401(k) plan advisors and that conference happened to be in lively Las Vegas, Nevada. We expected the poker tables, blackjack tables, and slot machines, 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 | Aug 6, 2018 | Article, Portfolio Management, Retirement Planning
Should I Accept my Pension Buyout Offer? As employees covered by defined pension plans approach retirement, companies are looking for ways to remove themselves from their obligations by offering pension buyouts. For example, instead of providing the retired employee...
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