by Dimensional Fund Advisors | Jan 9, 2019 | Article, Portfolio Management, Retirement Planning
Improving someone’s financial health is a lot like improving their physical health. The challenges include diagnosis of the current situation, development of the appropriate course of action, and sticking with the treatment plan. Click here to read the full article...
by Joe Allaria | Jan 8, 2019 | Article, Estate Planning, Portfolio Management, Retirement Planning, Risk Management
What Positive Financial Moves Can I Make in 2019? A new year brings a fresh start and a sense of new opportunities. It’s a great time to set goals and make improvements in all areas of life. Financial goals are, of course, wonderful goals to focus on in any year. But,...
by Joe Allaria | Dec 5, 2018 | Article, Portfolio Management, Retirement Planning, Tax Planning
What Tax and Contribution Limit Changes Will Take Place in 2019? More changes are coming for 2020 as contribution limits are set to increase once again. This is good news for those looking to defer more of their income to their retirement accounts. See below for some...
by Joe Allaria | Dec 4, 2018 | Article, Portfolio Management, Retirement Planning
Christmas Cookie Investing There are many treasured parts of the holiday season, including the lights, gifts, and the joyful atmosphere. But, there is one part of the Christmas holiday that seems to be a favorite for those young and old; Christmas cookies. What could...
by Joe Allaria | Nov 3, 2018 | Article, Tax Planning
Can I Lower My Taxes with a Donor-Advised Fund? Due to the passing of the Tax Cuts and Jobs Act of 2017, the Tax Policy center estimates that the number of households claiming an itemized deduction for their gifts to non-profits will be reduced from 37 million to...
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