by Joe Allaria CFP®, MBA | Oct 5, 2018 | Article, Retirement Planning, Tax Planning
Lowering Taxes with QCDs You may have heard that that IRS requires individuals over the age of 70 ½ to begin taking distributions on their tax-deferred retirement accounts, forcing them to pay taxes on a portion of their IRAs, 401(k)s, etc. during their lifetime....
by Joe Allaria CFP®, MBA | Sep 9, 2018 | Video
How Can Social Security and Retirement Planning Work Together for Your Benefit? Why Social Security Alone Isn’t Enough for Retirement Many people believe that Social Security will pay for their retirement, but Social Security was designed to be just a complement to a...
by Joe Allaria CFP®, MBA | Sep 9, 2018 | Article, Risk Management
How Much Life Insurance Do I Need? I’ve found that most are rarely excited to allocate any portion of their income toward life insurance. However, most understand that life insurance can provide unique benefits for a variety of scenarios. So while it’s not always fun...
by Joe Allaria CFP®, MBA | Sep 5, 2018 | Video
How Can You Take Care of Your Spouse, Just In Case? Planning Financially for Your Spouse’s Future If you are like most people, most of the time you focus your financial efforts on maximizing your current income. But it’s also important to plan ahead for the...
by Joe Allaria CFP®, MBA | Aug 30, 2018 | Video
What Type of Life Insurance Should I Buy? Understanding the Purpose of Life Insurance A life insurance policy protects your loved ones against the loss of your income after your death, and helps to preserve their standard of living. You’ll name a beneficiary to...
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