by Joe Allaria | Apr 1, 2025 | Article, Portfolio Management, Risk Management, Tax Planning, Video
Estate Planning in Illinois: Everything You Need to Know Estate planning isn’t just for the wealthy—it’s essential for anyone who wants to protect their assets and ensure their wishes are carried out. This guide breaks down the key aspects of Illinois estate planning,...
by Joe Allaria | Mar 17, 2025 | Article, Portfolio Management, Risk Management, Tax Planning, Video
How Tariffs Could Impact Your Investments, Retirement, and Everyday Expenses Tariffs can create market volatility and raise household costs, but a well-diversified financial plan helps you stay resilient. Rather than reacting impulsively, focus on long-term strategies...
by Joe Allaria | Dec 23, 2024 | Article, Portfolio Management, Retirement Planning, Tax Planning
2025 Retirement Contribution Limits The IRS has announced new contribution limits for Traditional IRAs, Roth IRAs, 401(k)s, and Simple IRAs for 2025, along with updated Standard Deduction amounts and Marginal Tax Brackets. The IRS has released its 2025 cost of living...
by Joe Allaria | May 24, 2024 | Article, Tax Planning
Reduce Taxes with Charitable Giving Charitable giving not only supports meaningful causes but can also help reduce taxes if done strategically through gifting appreciated shares, Qualified Charitable Distributions (QCDs), and Donor-Advised Funds. Give to Charity...
by Joe Allaria | Nov 30, 2023 | Article, Retirement Planning, Tax Planning
2024 IRS Cost of Living Adjustments The IRS has announced new contribution limits for Traditional IRAs, Roth IRAs, 401(k)s, and Simple IRAs for 2024, along with updated Standard Deduction amounts and Marginal Tax Brackets. The IRS has released its 2024 cost of living...
by Joe Allaria | Jan 13, 2023 | Article, Retirement Planning, Tax Planning
Secure Act 2.0: Top 10 Changes Secure Act 2.0 has been passed and continues to build upon retirement legislation that was passed in the original Secure Act of 2019. The bill is filled with dozens of changes to previous retirement law and provisions will be phased in...
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