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  • Projecting a Happy Retirement
    A 2015 study found that 41% of households headed by someone aged 55 to 64 had no retirement savings, and only about a third of them had a traditional pension. Among
  • Debt Optimization Strategies
    As part of improving your financial situation, you might consider reducing your debt load. A number of strategies can be used to pay off debt. However, before starting
  • Common Financial Wisdom: Theory vs. Practice
    In the financial world, there are a lot of rules about what you should be doing. In theory, they sound reasonable. But in practice, it may not be easy, or
  • Can I make charitable contributions from my IRA in 2016?
    Yes, if you qualify. The law authorizing qualified charitable distributions, or QCDs, has recently been made permanent by the Protecting Americans
  • Can I name a charity as beneficiary of my IRA?
    Yes, you can name a charity as beneficiary of your IRA, but be sure to understand the advantages and disadvantages.
    
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*Securities and Investment Advisory Services offered through Royal Alliance Associates, INC, member FINRA/SIPC.
Insurance services offered through The Monteverde Group, LLC., which is not affiliated with Royal Alliance.  Royal Alliance Associates does not offer tax or legal advice.


Working with an advisor who is a Better Business Bureau member cannot guarantee investment success or that financial goals will be achieved.  Advisors who participate in this program pay a fee for accreditation review/monitoring.  The Better Business Bureau is not affiliated with or endorsed by Royal Alliance associates. 



This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of Royal Alliance Associates, INC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Royal Alliance Associates, INC Compliance Department at 212-551-5158.



This communication is strictly intended for individuals residing in the state(s) of FL, IL, IA, KY, MD, MS, MO, NY, NC, OH, PA, SC, TN, TX, VA and WV. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.