by Joe Allaria | Jun 29, 2021 | Article, Retirement Planning, Risk Management
Medicare covers millions of Americans, yet is still widely misunderstood. Knowing when to enroll in Medicare, what Medicare covers, and the costs associated are just a few crucial things to know as you approach Medicare eligibility. Despite Medicare insuring millions...
by Joe Allaria | May 31, 2021 | Article, Retirement Planning
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 Americans for over 80 years and is a pillar of...
by Joe Allaria | Jun 29, 2020 | Article, Portfolio Management, Retirement Planning
Getting a regular paycheck is one of the most comforting things about your working years. Therefore, not getting paychecks in retirement can be a major cause of stress. With all the different investment strategies out there for investing and producing income, the...
by Joe Allaria | Jun 9, 2020 | Article, Portfolio Management, Retirement Planning
Why You Need a Specialist Near Retirement Most people are surprised when I tell them that, even as a financial advisor, I do very little to help people get to retirement. In fact, our clients have done much of the hard work themselves by living within their means,...
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