by Joe Allaria | May 3, 2017 | Article, Estate Planning
Don’t Make Your Beneficiaries Search for Your Assets You’ve likely heard or read about the importance of having an emergency savings account in case unexpected needs were to arise. Typically, that emergency fund is housed at a local bank or credit union. But...
by Joe Allaria | Sep 11, 2016 | Article, Portfolio Management
Based on current economic forecasts, we could be entering a period when market returns lag behind historical returns, meaning investors might want to do due diligence on all investment strategies to find the best way to meet their objectives. If income is a goal,...
by Joe Allaria | Sep 1, 2016 | Article, Risk Management
Starting a new job can be an exciting time. There’s no doubt that most are anxious to begin their new role and start learning and performing at their new company. This is even truer after extended absences from the workplace. However, before you can jump right...
by Joe Allaria | Apr 12, 2016 | Article, Risk Management
As thousands of baby boomers retire every day, there is a growing concern about the future need for long-term care, whether that be in a nursing facility, assisted living facility, or even variations of in-home care. Many baby boomers are thinking, “What is long-term...
by Joe Allaria | Feb 9, 2016 | Article, Portfolio Management
In our current interest-rate environment and with the state of the global economy, retirees looking for income-driven investment vehicles can be hard-pressed to find investments that offer decent yields or dividends. While many vehicles can generate income — including...
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