by Joe Allaria | Aug 17, 2020 | Article, Portfolio Management, Retirement Planning
The 3 Biggest Surprises of Retirement Retirement presents many unknowns for those planning to enter their “golden years.” As it goes, more uncertainty tends to result in more anxiety. However, some components of retirement aren’t quite what they seem. Here are three...
by Joe Allaria | Jun 29, 2020 | Article, Portfolio Management, Retirement Planning
4 Sources of Income During Retirement Getting a regular paycheck is one of the most comforting things about your working years. Therefore, not getting paychecks in retirement can be a major cause of stress. With all the different investment strategies out there for...
by Joe Allaria | Jun 9, 2020 | Article, Portfolio Management, Retirement Planning
Why You Need a Specialist Near Retirement Most people are surprised when I tell them that, even as a financial advisor, I do very little to help people get to retirement. In fact, our clients have done much of the hard work themselves by living within their means,...
by Joe Allaria | May 26, 2020 | Article, Portfolio Management, Retirement Planning
How to Free Yourself from Financial Anxiety As the world attempts to bounce back from the COVID-19 pandemic, there is still much uncertainty and financial anxiety in the air. In fact, according to a survey done by the National Foundation for Credit Counseling, 69% of...
by Joe Allaria | May 19, 2020 | Article, Portfolio Management, Retirement Planning
Is Cash King? You’ve probably heard before that “cash is king.” I have certainly heard it more during the last few months as we’ve endured the COVID-19 crisis. Volatility, uncertainty, and fear has been high. The value of cash, safety, and liquidity has increased....
by Joe Allaria | Apr 29, 2020 | Article, Portfolio Management, Tax Planning
What is Tax-Loss Harvesting? The COVID-19 Crisis has had the most profound impact on every member of society, perhaps ever. Investors have been forced to decide what financial moves to make, if any. If you have reasoned in your mind that staying invested and taking no...
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