by Joe Allaria CFP®, MBA | Apr 1, 2025 | Article, Portfolio Management, Risk Management, Tax Planning, Video
Estate Planning in Illinois: Everything You Need to Know Key Takeaways: Estate planning in Illinois isn’t just for the wealthy — everyone, no matter their age or assets, benefits from having a plan to clarify how their property, finances, and medical decisions will be...
by Joe Allaria CFP®, MBA | Mar 17, 2025 | Article, Portfolio Management, Risk Management, Tax Planning, Video
How Tariffs Could Impact Your Investments, Retirement, and Everyday Expenses Key Takeaway: Tariffs raise prices on everyday goods and create market uncertainty, which can strain your budget and increase volatility in your investment and retirement accounts. In recent...
by Joe Allaria CFP®, MBA | Feb 25, 2025 | Article, Portfolio Management, Retirement Planning, Video
2025 Stock Market Predictions Key Takeaway: 2025 may not deliver another blockbuster rally — most gains are likely to be modest, and many experts expect the market to tread water or see only a small uptick. The Truth About Market Predictions: Why Most Experts Get It...
by Joe Allaria CFP®, MBA | Dec 23, 2024 | Article, Portfolio Management, Retirement Planning, Tax Planning
2025 Retirement Contribution Limits Key Takeaway:For 2025, you can contribute up to $23,500 to a standard 401(k) (or similar employer-sponsored plan) — and up to $7,000 to a Individual Retirement Account (IRA) (or $8,000 if you’re age 50 or older). The IRS has...
by Joe Allaria CFP®, MBA | Jun 20, 2024 | Article, Portfolio Management
What Does The Stock Market Do in an Election Year? Key Takeaway:During an election year, the stock market tends to behave much like any regular year — with many years producing positive returns — even though volatility often rises as investors react to election...
by Joe Allaria CFP®, MBA | Apr 10, 2024 | Article, Estate Planning, Portfolio Management
Assets and Aging: Should Parents & Adult Children Co-Own Assets? Key Takeaway: Co-owning assets with an aging parent is usually not recommended because it can create tax problems, expose the assets to the child’s risks, and unintentionally override the parent’s...
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