by Joe Allaria | Dec 20, 2024 | Article, Estate Planning, Risk Management
Term vs. Whole 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, Risk Management
How Much Life Insurance Do I Need? When determining how much life insurance you need, several factors come into play. For those who need to address uncovered risks, it can be a fantastic financial planning tool. But how do you decide on the right amount of coverage?...
by Joe Allaria | Aug 23, 2024 | Article, Retirement Planning
Can I Retire at 60 with $1 Million Dollars? 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...
by Joe Allaria | Jul 16, 2024 | Article, Retirement Planning
Semi-Retirement and How it Can Benefit You 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...
by Joe Allaria | Jun 20, 2024 | Article, Portfolio Management
What Does The Stock Market Do in an Election Year? Anxiety tends to be high in presidential election years, as investors fear the financial impact of political outcomes. However, historical data shows no pattern that indicates election year returns are significantly...
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