by Joe Allaria CFP®, MBA | May 7, 2019 | Article, Portfolio Management
Should I De-Risk Near Retirement? Market volatility is not something investors are typically excited about experiencing, regardless of age. However, volatility can become even more stressful as you get closer to retirement. Also, it is often assumed that once you...
by Joe Allaria CFP®, MBA | Jan 25, 2019 | Article, Retirement Planning, Tax Planning
Should Higher Earners Choose a Roth or Traditional 401(k)? Using a Roth 401(k) can be a good strategy if you’re looking for tax-preferred treatment on your investments or retirement savings. After contributions are made on a post-tax basis, earnings grow tax-free and...
by Joe Allaria CFP®, MBA | Jul 3, 2018 | Article, Portfolio Management, Retirement Planning
Am I Prepared for Retirement? After years of conversations with those on the verge of retirement, I’ve noticed a trend that seems to be common among those preparing to step into their golden years. The trend is a need for confirmation; confirmation that all the hard...
by Joe Allaria CFP®, MBA | Apr 6, 2018 | Article, Retirement Planning, Risk Management
Early Retirement? Don’t Overlook These 5 Things Retiring early. To most people, that phrase has a beautiful ring to it. In fact, it’s difficult to find individuals who would choose to continue working if the possibility of early retirement presented itself....
by Joe Allaria CFP®, MBA | Sep 1, 2016 | Article, Risk Management
Starting a new job can be an exciting time. There’s no doubt that most are anxious to begin their new role and start learning and performing at their new company. This is even truer after extended absences from the workplace. However, before you can jump right...
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