by Joe Allaria CFP®, MBA | Jun 29, 2021 | Article, Retirement Planning, Risk Management
7 Medicare Questions You Should Know How to Answer if You’re Over 60 Key Takeaways: Medicare is widely misunderstood, so it’s important to know what it is, how Parts A, B, C, and D work, and what they do and don’t cover before you enroll. Your premiums,...
by Joe Allaria CFP®, MBA | Apr 20, 2021 | Article, Retirement Planning, Risk Management
Identity Theft & How to Protect Against Cyber Attacks (15 Ways) Key Takeaways: Identity theft is increasingly common, but many cyber losses are preventable with some simple, consistent security habits. Steps like freezing your credit, using strong passwords and...
by Joe Allaria CFP®, MBA | Mar 23, 2021 | Article, Portfolio Management, Retirement Planning, Risk Management
Should I Invest Near a Market High? Key Takeaways: Even when markets are near all-time highs, history shows they often keep going up over time, so “waiting for a dip” can mean missing growth. Trying to perfectly time your entry into the market is nearly impossible and...
by Joe Allaria CFP®, MBA | Jun 16, 2020 | Article, Retirement Planning, Risk Management
How to Navigate the 3 Financial Phases of Life Key Takeaways: Accumulation: automate saving and invest for long-term growth while covering the basics (cash cushion, debt, insurance). Preservation: as withdrawals get closer, shift near-term money into lower-volatility...
by Joe Allaria CFP®, MBA | 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 CFP®, MBA | 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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