by Joe Allaria | Jan 14, 2016 | Article, Retirement Planning
From high fees associated with increasingly complex products to questionable sales practices, annuities have gotten a bad rap over the years for many reasons. But, they’re not all bad. Because certain annuities can offer a guarantee of income in the future, they may...
by Joe Allaria | Nov 20, 2015 | Article, Retirement Planning
Millennials and Gen Xers may not spend too much time thinking about retirement planning, but recent changes to Social Security highlight just how important it is for them to start now. Certain strategies that have allowed millions of retirees to increase their...
by Joe Allaria | Oct 27, 2015 | Article, Retirement Planning
Working in the financial industry, I’ve noticed that professional titles that should have distinct meanings get tossed around, intermingled and used interchangeably. As a result, they’re often misunderstood. Those of us in the industry might know the differences, but...
by Joe Allaria | Sep 22, 2015 | Article, Estate Planning
One of the best things about being a financial planner is getting to interact with so many different people each day. We care a lot about our clients, and we do our best to build strong relationships with them. We learn as much as we can about their families, their...
by Joe Allaria | May 9, 2015 | Article, Portfolio Management
Why do some investors find themselves not only underperforming benchmarks, but also underperforming their own investments — in other words, seeing poor returns from holdings that actually did quite well over time? The likely answer is poor, preventable investor...
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