by Joe Allaria | Oct 19, 2020 | Article, Portfolio Management, Tax Planning
Whether you acquired a brokerage account via inheritance, divorce, or simply contributing over time, a brokerage account combines the growth potential of stocks and mutual funds with the liquidity of a savings account. However, while growth can be a good thing, it can...
by Joe Allaria | Oct 6, 2020 | Article, Portfolio Management, Retirement Planning
Every four years, we are essentially told the fate of the world hangs in the balance of which presidential candidate wins the election. This narrative is used by both major political parties in the U.S. However, historical data tells a different narrative, and it’s...
by Joe Allaria | Sep 28, 2020 | Article, Portfolio Management, Retirement Planning
The Great Wealth Transfer has been historically known as the shift of assets from Baby Boomers to their heirs, which some estimate to be in the ballpark of $68 trillion over the next two decades.1 But, I’d like to share about a different transfer of wealth, one that...
by Joe Allaria | Sep 21, 2020 | Article, Portfolio Management, Retirement Planning, Tax Planning
When the world feels like it’s on the brink of implosion, it seems trivial to write or think about taxes. But, with the thought that taxes might go up in the future, especially in Illinois, many are wondering how to get more money in a Roth IRA today (to pay taxes now...
by CarsonAllaria Wealth Management | Aug 17, 2020 | Uncategorized
For anyone who has achieved that state of financial independence, the following does not apply. If you have accumulated enough wealth (or you’re on track to accumulate enough wealth) to meet all of your financial goals, you should enjoy your money. Besides, what is...
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