Time Is Running Out: How to Maximize Solar and Energy-Efficiency Tax Credits Before They Disappear Homeowners, take note: The clock is ticking on some of the most lucrative federal tax credits available for solar panels and energy-efficient home upgrades. As of December 31, 2024, key tax incentives that have helped families slash energy bills and…
Roth 401(k) vs. Roth IRA: Unlocking the True Power of Your Retirement Strategy When it comes to building a tax-advantaged nest egg, Roth accounts have surged in popularity—and for good reason. Both Roth 401(k)s and Roth IRAs let your investments grow tax-free, and you won’t owe a dime on qualified withdrawals in retirement. But the…
The $25 Trillion Real Estate Inheritance Wave: What Investors Must Know Now A seismic shift is underway in wealth—and it’s reshaping the real estate landscape for investors and families alike. Up to $25 trillion in real estate owned by baby boomers and the silent generation is poised to be transferred to heirs over the next…
Unlocking the Full Power of Social Security: Why Waiting Pays Off—and How to Bridge the Gap When it comes to Social Security retirement benefits, timing is everything. While eligibility kicks in at age 62, the true financial magic happens if you can hold off claiming until age 70. For many investors, this presents a classic…
As we stride confidently into the second half of 2025, the mantra for savvy investors is clear: it’s time to “re-risk your portfolio.” John Davi, the astute founder and CEO of Astoria Portfolio Advisors, offers a compelling roadmap that goes beyond the usual market clichés. His insights underscore a critical pivot in market dynamics that…