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financial planning

Who Won and What Could It Mean?

Submitted by Alloy Silverstein Financial Services, Inc. on November 23rd, 2020

At the time of this writing, it is November 2nd and I don’t know who won the election. Are you happy or sad? Whichever you are, get over it and plan for your future. Let’s take a look at the likely policies that will be followed depending on who is in charge.

Tags:
  • biden
  • Cash
  • economy
  • election
  • financial advisor
  • financial planning
  • Money
  • trump
  • Read more

When Cash is King.... and When It Isn't

Submitted by Alloy Silverstein Financial Services, Inc. on August 26th, 2020

When preparing a financial plan for any client, one of our primary goals is to have enough income sources, even if there is a periodic disruption in the investment portfolio. Some fortunate clients have a pension, social security, annuities, bond interest, and/or dividends that will cover their needs.

Tags:
  • Cash
  • economy
  • financial advisor
  • financial planning
  • Money
  • Read more

I Am Planning.... To Be Surprised

Submitted by Alloy Silverstein Financial Services, Inc. on July 1st, 2020

It has been comforting to me, and I think to our clients, that during the Coronavirus crisis the Retirement and Financial Plans we worked on in prior months and years showed what their real financial position is instead of focusing on only short-term market moves. However, even well-conceived plans encounter challenges when circumstances change in an unexpected way.

Tags:
  • economic outlook
  • financial planning
  • stock market
  • stocks
  • world economy
  • Read more

The CARES Act: Highlights for Individuals and Retirement Plans

Submitted by Alloy Silverstein Financial Services, Inc. on March 30th, 2020

On March 27, 2020 President Trump signed into law the Coronavirus Aid Relief and Economic Security Act (CARES Act). The CARES Act is a stimulus bill featuring over $2 trillion in measures designed to make a significant impact on the economy and bring relief to individuals and businesses impacted by COVID-19 or the Coronavirus pandemic.

Tags:
  • financial planning
  • law
  • retirement planning
  • Read more

Keeping your Personal Finances in Shape in 2020

Submitted by Alloy Silverstein Financial Services, Inc. on January 1st, 2020

Is getting your finances in better shape a New Years resolution you are considering? While it’s highly recommended that we use a financial advisor when we start to grow our investment portfolio, there are a lot of things you can do before you ever speak to a financial advisor to grow and maintain your investment portfolio.

Tags:
  • 401k
  • credit
  • financial planning
  • goals
  • personal finances
  • Read more

End-Of-The-Year Money Moves

Submitted by Alloy Silverstein Financial Services, Inc. on December 11th, 2019

Here are some things you might consider before saying goodbye to 2019.  

Tags:
  • 401k
  • 403b
  • beneficiary
  • estate planning
  • financial planning
  • tax planning
  • taxes
  • Read more

Why Should I Think About Retirement Planning?

Submitted by Alloy Silverstein Financial Services, Inc. on November 5th, 2019

If you’ve only just begun your career and are starting to collect a decent paycheck, the last thing on your mind is probably retirement planning. When you’re in your twenties and thirties, retirement can feel light years away, but it will get here much quicker than you can imagine. And when it does, you’ll want to be prepared.

Tags:
  • financial planning
  • generations
  • retirement planning
  • retirement strategy
  • Read more

Charity begins…in the IRA distribution

Submitted by Alloy Silverstein Financial Services, Inc. on September 3rd, 2019

A Tax-Optimized Strategy for RMDs  

If you are age 70½ or older, and you have an IRA, 401(k) or other tax-deferred retirement account, government regulations require you to take out a minimum amount of that account each year.

ALL OF THE REQUIRED DISTRIBUTION IS TAXABLE, BUT HERE IS HOW YOU CAN AVOID PAYING TAXES ON ALL OR PART OF IT.

Tags:
  • capital gains
  • charitable donations
  • financial planning
  • Read more

401(k) Loan Repayment

Submitted by Alloy Silverstein Financial Services, Inc. on August 26th, 2019

A longer repayment time can be an advantage.

 

The conventional wisdom about taking a loan from your 401(k) plan is often boiled down to: not unless absolutely necessary. That said, it isn’t always avoidable for everyone or in every situation.

Tags:
  • 401k
  • financial planning
  • Read more

Why Diversifying Your Portfolio is Important

Submitted by Alloy Silverstein Financial Services, Inc. on August 20th, 2019

If you’re a beginning investor, it’s likely you’re concentrating on building your portfolio.  But as important as it is to build that portfolio, you should also ensure that it’s diversified.

Tags:
  • financial planning
  • investment planning
  • Read more
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Latest news

  • Who Won and What Could It Mean?
  • When Cash is King.... and When It Isn't
  • I Am Planning.... To Be Surprised

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