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David Allegretto

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Blog Posts

How LTC Insurance Can Help Protect Your Assets

Create a pool of health care dollars that will grow in any market.

Retirement Seen Through Your Eyes

After you leave work, what will your life look like?

Creating a Budget for Retirement

It only makes sense — yet many retirees live without one.

Why It Is Wise to Diversify

A varied portfolio is a hallmark of a savvy investor.

Some Fiscal Cliff Scenarios for 2012-13

How will Congress act in the lame-duck session before 2013?

Major Risks to Family Wealth: Will Your Accumulated Assets Be Threatened by Them?

Financial planner David Allegretto presents some of the 'classic mistakes.'

The Retirement Reality Check

Little things to keep in mind for life after work.

Are You Ready? Things to Check and Double-Check Before You Leave This World

Let this checklist be a guide to your estate planning.