HerestoyourWealth

October 4, 2019 | Mark Avallone, MBA, CFP®, CRPS®

The Most Reliable Ways To Generate Retirement Income

With over 10,000 Americans turning 65 every day, the question of how to pay bills during retirement is on the minds of many. I have almost daily conversations with individuals planning for their next stage of life and surprisingly, while each situation is unique, the choices all dovetail into the same five ways that cash […]

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September 25, 2019 | Mark Avallone, MBA, CFP®, CRPS®

Countering Financial Illiteracy: Practical Tips For Pre-Teens

There is a growing realization that America’s youth are not prepared to make complex, or even some daily financial decisions. And in a world where private sector pensions are becoming rare, being financially literate, understanding the role of money, and being able to save for eventual retirement is becoming increasingly important. Fortunately, some colleges are […]

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September 5, 2019 | Mark Avallone, MBA, CFP®, CRPS®

Investing Tips From The U.S. Open Tennis Championships

For two incredible weeks, the world’s best tennis players compete for the U.S. Open Tennis Championships. Outstanding coverage can be found on ESPN and the Tennis Channel with former players and expert analysts offering tips and observations of the players and their strategies.  While watching the first week of action, I realized these extremely talented […]

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June 26, 2019 | Mark Avallone, MBA, CFP®, CRPS®

The Biggest Reasons You Don’t Control Your 401k Costs

I often read about how investors can lower their 401(k) costs, and the suggestion seems to be that participants have the power to control everything in their plan. This is not the case. The structure of a 401(k) plan doesn’t provide participants with all the power they need regarding costs. However, there are a few […]

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April 22, 2019 | Mark Avallone, MBA, CFP®, CRPS®

Risks to the 2019 Stock Market Rally

As Jerry Garcia sang, “What a Long Strange Trip It’s Been.” The same might be said today of the stock market—over the past ten years of market expansion, there have been a lot of wild swings and surprises. Nevertheless, as evidenced by a very strong 2019 first-quarter performance, the bull market in stocks continues. The […]

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April 1, 2019 | Mark Avallone, MBA, CFP®, CRPS®

Five Questions To Ask Yourself When Hiring A Financial Advisor

It’s easy to find tips on how to pick a financial advisor, but it’s harder to know what is best for you. We all see the endless ads from the legacy brokerage firms, banks looking to expand their ‘share of wallet,’ low-cost discount shops, and robo-advisors. Further adding to the confusion is that the industry […]

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February 20, 2019 | Mark Avallone, MBA, CFP®, CRPS®

Credit: Getty

6 Choices When Your 401(k) Plan Terminates

Retirement planning is a major challenge for millions of Americans. Desirable defined benefit retirement plans, also known as pensions, are being phased out. With the demise of pensions, individuals increasingly have to invest their own money to fund their retirement. When an employee is investing their own earnings into a Company-sponsored retirement plan, they are […]

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February 4, 2019 | Mark Avallone, MBA, CFP®, CRPS®

A Super Time To Review Your New Year’s Resolutions

This weekend’s Super Bowl gave us the chance to see the results of a well-designed plan, hard work, and sound execution. Those same qualities also need to be present in order for a financial plan to be successful. But with the realities of work life, kid’s schedules, and social commitments, adhering to financial planning goals […]

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October 19, 2016 | Mark Avallone, MBA, CFP®, CRPS®

4 Financial Strategies to Consider Before Year End

With the start of the fourth quarter, it’s a good time to make sure we are executing on our 2016 financial strategies before year end. For some goals, the calendar year end is more of a guideline, but for others, December 31st is a firm deadline. Maximize your employer’s matching contribution in your 401(k) plan. […]

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