by Joe Allaria | Jun 29, 2021 | Article, Retirement Planning, Risk Management
7 Medicare Questions You Should Know How to Answer if You’re Over 60 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...
by Joe Allaria | Apr 20, 2021 | Article, Retirement Planning, Risk Management
Identity Theft & How to Protect Against Cyber Attacks (15 Ways) 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...
by Joe Allaria | Mar 23, 2021 | Article, Portfolio Management, Retirement Planning, Risk Management
Should I Invest Near a Market High? 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...
by Joe Allaria | Jun 16, 2020 | Article, Retirement Planning, Risk Management
How to Navigate the 3 Financial Phases of Life 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,...
by Joe Allaria | Nov 9, 2019 | Article, Risk Management
Medicare, Medigap, and Medicare Advantage For many, the month of November is the time of year that signifies the end of the year is close, the holidays are coming, and it’s time to get our shopping and household decorating in order. For anyone over the age of 65,...
by Joe Allaria | May 7, 2019 | Article, Estate Planning, Portfolio Management, Retirement Planning, Risk Management, Tax Planning
Smart Financial Planning for Your Spouse Our mothers have such an important role in all our lives. They tirelessly care for us from infancy to adulthood, usually sacrificing the things they want to do or have for us. The job of a mother is a 24/7, 365,...
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