by Joe Allaria | Jun 30, 2022 | Article, Portfolio Management, Retirement Planning, Risk Management
Retirement investing isn’t completely different than investing prior to retirement. The same risks and thought patterns should apply. However, the end strategy will likely look different due to expected withdrawals during the retirement phase. It’s no secret that...
by Joe Allaria | Dec 29, 2021 | Article, Portfolio Management, Risk Management
Health Savings Accounts (HSAs) are somewhat of a hidden gem in the investment world. Many people may have heard of an HSA before, but few are aware of how beneficial they can be. In many of my own client interactions, I find that people may have a decent understanding...
by Joe Allaria | Jun 29, 2021 | Article, Retirement Planning, Risk Management
Medicare covers millions of Americans, yet is still widely misunderstood. Knowing when to enroll in Medicare, what Medicare covers, and the costs associated are just a few crucial things to know as you approach Medicare eligibility. Despite Medicare insuring millions...
by Joe Allaria | Apr 20, 2021 | Article, Retirement Planning, Risk Management
Cybersecurity may not often be included as part of wealth management, but poor practices could lead to significant financial loss. However, many cases of identity theft can be prevented with prudent practices and security measures. Identity theft is an issue that...
by Joe Allaria | Mar 23, 2021 | Article, Portfolio Management, Retirement Planning, Risk Management
When the stock market is near an all-time high, some investors decide to exit the stock market, fearing of a possible decline. Although this is a common and logical concern, historical data shows that may not be the most prudent approach to navigating markets that are...
by Joe Allaria | Jun 16, 2020 | Article, Retirement Planning, Risk Management
Your financial goals and priorities certainly change throughout your life. These changes result from many factors and are common. In fact, you will experience three distinct phases in your financial life (accumulation, preservation, and distribution). To avoid major...
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