Welcome:

Allaire Financial Strategies,our mission is to assist clients in planning retirement and planning today for their financial tomorrows by utilizing  three key tools: 

  1. A clear understanding of their targeted financial outcomes
  2. A well-defined pathway for achieving those outcomes
  3. Ongoing advice to help adjust their path when needs change

We utilize the latest information and planning tools to help you understand how you can achieve your specific desired outcomes; these include targeted retirement planning and  lifetime retirement distributions, wealth accumulation, wealth management, financial planning, college planning, and business planning.  Please call us today to schedule an appointment.  

Our Featured Web Site:

 

 

 Licensed to offer Advisory Services, Securities and Insurance products in NY.  Licensed to offer Securities products  in AZ, FL, MN, OH, UT, & WI. 
Calculators

Disability Income Insurance

How much Disability Income Insurance do you need?

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

More Calculators →

Newsletters

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

New Rules Are in the Cards

In 2010, the federal government issued a dizzying array of rules and reforms affecting consumer credit cards, debit cards, and gift cards. This article explains some of the important developments resulting from enactment of the Credit Card Accountability, Responsibility and Disclosure Act of 2009.

Are Consumers Holding the Keys to a Better Economy?

Consumer spending still accounts for about 70% of gross domestic product, but some government statistics suggest that consumers may have reduced spending drastically in recent years, especially on discretionary items. High unemployment, household debt, and a general lack of confidence can affect consumers' ability and willingness to spend.

More Newsletters →