by Joe Allaria CFP®, MBA | Oct 6, 2020 | Article, Portfolio Management, Retirement Planning
3 Myths About the Stock Market During Election Years Key Takeaways: Over the long run, the stock market has trended upward under both Republican and Democratic presidents, including the example of $1,000 in the S&P 500 in 1936 growing to over $14 million by the...
by Joe Allaria CFP®, MBA | Sep 28, 2020 | Article, Portfolio Management, Retirement Planning
If Everyone is Selling, Who is Buying? Key Takeaways: The article explains that daily market pricing can make it look like value disappeared, even though big drops are often followed by big rebounds during periods of uncertainty. It argues that when you sell at a...
by Joe Allaria CFP®, MBA | Sep 21, 2020 | Article, Portfolio Management, Retirement Planning, Tax Planning
5 Ways to Get More Money in a Roth IRA Key Takeaways: If you’re eligible, the simplest way to add to a Roth IRA is to contribute from earned income, but higher income can limit or phase out direct Roth contributions. If you make too much to contribute directly, the...
by Joe Allaria CFP®, MBA | Aug 17, 2020 | Article, Portfolio Management, Retirement Planning
The 3 Biggest Surprises of Retirement Key Takeaways: Many retirees find they’re busier and more engaged at first, but a long-term plan matters because travel and hobbies can fade and leave a lifestyle void. Medicare at 65 often surprises people by being relatively...
by Joe Allaria CFP®, MBA | Jun 29, 2020 | Article, Portfolio Management, Retirement Planning
4 Sources of Income During Retirement Key Takeaways: Part-time work after you retire can meaningfully reduce how much you have to withdraw from your portfolio. Social Security can act like a retirement paycheck, but claiming at 62 permanently reduces your benefit, so...
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