by Joe Allaria | Dec 11, 2021 | Article, Tax Planning
Charitable Donations Using Stock, Not Cash Charitable donations can help lower taxable income for those that itemize deductions, and donating appreciated shares of stock instead of cash could also help eliminate capital gains to the stockholder. Making charitable...
by Joe Allaria | Dec 2, 2019 | Article, Portfolio Management, Retirement Planning, Tax Planning
What Tax and Contribution Limit Changes Will Take Place in 2020? More changes are coming for 2020 as contribution limits are set to increase once again. This is good news for those looking to defer more of their income to their retirement accounts. See below for some...
by Joe Allaria | Nov 9, 2019 | Article, Risk Management
Medicare, Medigap, and Medicare Advantage For many, the month of November is the time of year that signifies the end of the year is close, the holidays are coming, and it’s time to get our shopping and household decorating in order. For anyone over the age of 65,...
by Joe Allaria | Oct 9, 2019 | Article, Portfolio Management, Retirement Planning
5 Investing Lessons Football Taught Me As a former athlete, I’ve had the benefit of being around many great coaches over the years, and with great coaches come great one-liners. Although simple, and sometimes cryptic, these teachable sayings carry much weight. Within...
by Joe Allaria | Sep 9, 2019 | Article, Portfolio Management, Retirement Planning, Tax Planning
When Can I Access My Retirement Accounts? When Can I Access My Retirement Accounts? Retirement accounts offer attractive tax benefits that make them a key part to long-term financial planning. However, with those benefits, there are also certain limitations and...
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