by Joe Allaria CFP®, MBA | Oct 28, 2021 | Article, Retirement Planning
Monte Carlo vs. Linear Planning for Retirement Projections Retirement planning often includes making assumptions on future unknowns. To avoid negative outcomes down the road, it’s best to understand a range of possible outcomes using either Monte Carlo simulations or...
by Joe Allaria CFP®, MBA | May 31, 2021 | Article, Retirement Planning
7 Social Security Mistakes & How to Avoid Them Bad Social Security advice and poor claiming strategies continue to cost retirees, especially those eligible for spousal, survivor, and divorced retirement benefits. Social Security has provided benefits to...
by Joe Allaria CFP®, MBA | 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...
by Joe Allaria CFP®, MBA | Sep 21, 2020 | Article, Portfolio Management, Retirement Planning, Tax Planning
5 Ways to Get More Money in a Roth IRA 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...
by Joe Allaria CFP®, MBA | Aug 17, 2020 | Article, Portfolio Management, Retirement Planning
The 3 Biggest Surprises of Retirement Retirement presents many unknowns for those planning to enter their “golden years.” As it goes, more uncertainty tends to result in more anxiety. However, some components of retirement aren’t quite what they seem. Here are three...
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