by Joe Allaria CFP®, MBA | 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 CFP®, MBA | 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 CFP®, MBA | Feb 25, 2025 | Article, Portfolio Management, Retirement Planning, Video
2025 Stock Market Predictions Every year, financial experts make bold market forecasts—but most get it wrong. In 2024, the result was no different, proving once again that market timing is nearly impossible. Instead of chasing headlines, investors should focus on...
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 | Oct 11, 2018 | Tax Planning, Video
How to Prepare for Taxes at the End of the Year Year-End Tax Planning Tips Here are some tips to help you lessen your tax burden at the end of the year. 1. Stay Informed About Upcoming Tax Law Changes First, be aware of any tax changes that will take place in the new...
by Joe Allaria CFP®, MBA | Sep 17, 2018 | Video
3 Ways to Boost Your Social Security Benefits How to Increase Social Security Benefits: 3 Proven Strategies A question we often hear is, is it possible to increase my Social Security benefits? The answer is yes. There are three basic ways you can boost your benefits,...
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