by Joe Allaria | Mar 15, 2024 | Article, Portfolio Management
Social Security Benefits: Will I Get Any? Social Security is facing a crisis as it heads toward insolvency by 2034. If no changes are made, all Americans would face a 20% cut in benefits across the board. However, there are several possible solutions, but time is of...
by Joe Allaria | Jan 9, 2023 | Article, Retirement Planning
Social Security Loopholes The Bipartisan Budget Act of 2015 made what some would consider significant changes to a few key Social Security filing strategies. Specifically, the legislation removed some well-known Social Security loopholes that were used by many to...
by Joe Allaria | Jun 29, 2021 | Article, Retirement Planning, Risk Management
7 Medicare Questions You Should Know How to Answer if You’re Over 60 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...
by Joe Allaria | 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 | Jun 29, 2020 | Article, Portfolio Management, Retirement Planning
4 Sources of Income During Retirement 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...
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