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 10, 2018 | Retirement Planning, Video
What Can I Do with an Inherited IRA? Understanding Your Options for an Inherited IRA If you’ve become the beneficiary of an IRA or other retirement account, it’s important to know your options. Option 1: Taking a Lump-Sum Distribution You can take the...
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 | Oct 5, 2018 | Article, Retirement Planning, Tax Planning
Lowering Taxes with QCDs You may have heard that that IRS requires individuals over the age of 70 ½ to begin taking distributions on their tax-deferred retirement accounts, forcing them to pay taxes on a portion of their IRAs, 401(k)s, etc. during their lifetime....
by Joe Allaria CFP®, MBA | Aug 14, 2018 | Retirement Planning, Video
5 Mistakes to Avoid for Retirees Avoiding Common Retirement Mistakes You’ve been saving for your retirement for decades. Don’t undermine your own plans by making these five common mistakes when you retire. Mistake #1: Retiring Too Soon Don’t retire...
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...
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