by Joe Allaria | Apr 10, 2024 | Article, Estate Planning, Portfolio Management
Assets and Aging: Should Parents & Adult Children Co-Own Assets? Navigating the complexities of assets and aging is a common challenge for many individuals in their 50s and 60s today. One significant aspect of this responsibility involves managing the financial...
by Joe Allaria | Nov 30, 2020 | Article, Estate Planning, Retirement Planning, Tax Planning
College Savings: Is a 529 Plan Right for Your Child? A 529 College Savings Plan could be a great way to contribute to your child’s financial future, but is it the best? Tax-advantaged accounts, like 529s, also come with restrictions and less flexibility to offset...
by Joe Allaria | Nov 24, 2020 | Article, Portfolio Management
What to Do in Retirement Being able to answer the question “What will I do when I retire” and having a plan for your retirement lifestyle can help you stay engaged and can lead to a healthier and more enjoyable retirement, studies say. Your retirement...
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