by Joe Allaria | Oct 28, 2021 | Article, Retirement Planning
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 a series of linear projections. Planning for retirement is...
by Joe Allaria | Sep 28, 2021 | Article, Portfolio Management, Retirement Planning
Some people love them. Some hate them! So, are annuities good or are they bad? The truth is that because there are so many different types of annuities, they cannot all be characterized as either good or bad. Each annuity should be evaluated independently based on...
by Joe Allaria | Aug 17, 2021 | Article, Portfolio Management, Retirement Planning
The ups and downs of investing can cause some investors to experience “market fatigue.” It’s not always our balances that get beat down, but our emotions, which is why a high level of EQ (or emotional intelligence) can be more beneficial than a high IQ. The ups and...
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...
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