by Joe Allaria | Dec 2, 2019 | Article, Portfolio Management, Retirement Planning, Tax Planning
What Tax and Contribution Limit Changes Will Take Place in 2020? 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 | Oct 9, 2019 | Article, Portfolio Management, Retirement Planning
5 Investing Lessons Football Taught Me As a former athlete, I’ve had the benefit of being around many great coaches over the years, and with great coaches come great one-liners. Although simple, and sometimes cryptic, these teachable sayings carry much weight. Within...
by Joe Allaria | Sep 9, 2019 | Article, Portfolio Management, Retirement Planning, Tax Planning
When Can I Access My Retirement Accounts? When Can I Access My Retirement Accounts? Retirement accounts offer attractive tax benefits that make them a key part to long-term financial planning. However, with those benefits, there are also certain limitations and...
by Joe Allaria | Jul 5, 2019 | Article, Portfolio Management, Retirement Planning
Are Annuities Bad for Consumers? Q: Are annuities bad for consumers? A: Like many things in the world of investing, it’s almost impossible to make a broad generalization about a specific investment and then claim that the generalization will apply to everyone. That’s...
by Joe Allaria | Jun 10, 2019 | Article, Portfolio Management, Retirement Planning
What Financial Advice Should I Give My Child? What financial advice should I give my kids? Q: My children are getting older and one just graduated from high school. What is the best advice I can give them about money? A: First off, congratulations to your child on...
by Joe Allaria | May 7, 2019 | Article, Portfolio Management
Should I De-Risk Near Retirement? Market volatility is not something investors are typically excited about experiencing, regardless of age. However, volatility can become even more stressful as you get closer to retirement. Also, it is often assumed that once you...
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