Joe Allaria, CFPr - Wealth Advisor

02/25/2025

Some potentially important information for over 2 million Americans...

Social Security Fairness Act: Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) update

11/27/2024

In this episode of the Retirement Power Hour, Joe Allaria, CFP®, and Jay Waters dive deep into the pros and cons of two popular types of life insurance: Term...

08/28/2024

Welcome to Retirement Power Hour! In Episode 32, host Joe Allaria, CFP®, interviews Scott Carson, a seasoned wealth advisor with over 30 years of experience....

08/16/2024

08/05/2024

Don't miss this new episode of the Retirement Power Hour.

Can you retire with $1M at age 60? Tune in to Episode #31 as host Joe Allaria, CFP®, discusses the different factors that impact the answer, including your r...

08/05/2024

Looking at the wrong time filter (1 day, 1 week, 1 month) can add unnecessary stress. Just showing YTD returns (seen below) can add a bit of context and perspective. For an even better feeling, use a 10-year filter.

*This is not intended as individual investment advice. Markets fluctuate and past performance is not indicative of future results.

07/15/2024

07/15/2024

This is always how it works…these “experts” make predictions at the beginning of the year, they end up being wrong, then they alter them during the year, and those altered predictions often end up being wrong as well. If you don’t believe me, review my 2024 market predictions podcast from earlier this year.

07/14/2024

Don’t be fooled…6% might be the new standard, but it’s still not enough.

07/13/2024

The IRS recently put out a notice regarding fraudulent schemes that cyber criminals are using to rob taxpayers. Their notice is below and includes commonly used IRS letters that are used in these schemes.

FS-2024-24, July 2024 — The Internal Revenue Service issued alert IR-2024-139 about a series of scams and inaccurate social media advice. Social media schemes led to thousands of inflated refund claims during the past tax season. The IRS has increased its compliance efforts related to false and/or...