by Joe Allaria CFP®, MBA | 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 CFP®, MBA | 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...
by Joe Allaria CFP®, MBA | Oct 5, 2018 | Article
Q&A with a Mortgage Lender When discussing things like refinancing, home equity loans, new home and 2nd home purchases, there are some common questions that arise. We sat down with Scott Gruber, Senior Mortgage Lender with First Mid Illinois Bank and Trust...
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,...
by Joe Allaria CFP®, MBA | Sep 9, 2018 | Video
What Differentiates Us From Other Advisors? What makes us different, I think, is that we approach everything we do from a planning perspective. We think that everyone needs a financial blueprint, and we spend a great deal of time and effort listening. Our clients are,...
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