by Joe Allaria | Dec 23, 2024 | Article, Retirement Planning, Tax Planning
2025 Contribution Limits The IRS has announced new contribution limits for Traditional IRAs, Roth IRAs, 401(k)s, and Simple IRAs for 2025, along with updated Standard Deduction amounts and Marginal Tax Brackets. The IRS has released its 2025 cost of living...
by Joe Allaria | Dec 20, 2024 | Article, Estate Planning
Whole Vs. Term Life Insurance Choosing between whole and term life insurance can be challenging, as each offers unique benefits and drawbacks. This article breaks down the key differences to help you make an informed decision that aligns with your financial goals and...
by Joe Allaria | Oct 16, 2024 | Article, Estate Planning
How Much Life Insurance Do I Need? When deciding how much life insurance you need, factors like your age, financial obligations, family situation, and goals play a key role. While not everyone requires life insurance, it can be a valuable financial planning tool for...
by Joe Allaria | Aug 23, 2024 | Article, Retirement Planning
Can I Retire at 60 with $1M? Reaching a million dollars in your retirement portfolio by age 60 is a notable milestone, but it’s only part of the picture. True retirement readiness involves more than just hitting a financial target—it requires an understanding of...
by Joe Allaria | Jul 16, 2024 | Article, Retirement Planning
Navigating the path to retirement can be challenging, especially for those feeling overworked but want to retire in a good financial place. Semi-retirement can allow individuals to gradually reduce work hours and responsibilities while still receiving the benefits of...
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