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Revive Your Resolve: How to Recommit to Your Goals and Resolutions

May 2, 2022

The start of the year has come and gone. You may find that the goals and resolutions you set at the start are no longer

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3 Reasons to Wait Until 70 to Claim Social Security Benefits

April 25, 2022

In a rush to file for Social Security benefits at age 62? Many people are – but slow down and do the math first. When

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4 Tips for Teaching Children the ABCs of Money Management

April 22, 2022

Teaching your children about finances may seem like a weighty topic; however, it does not have to be challenging. By opening the lines of communication

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Continuing to Work After Drawing Social Security? What Retirees Should Know

April 11, 2022

Like many people, you may associate Social Security retirement benefits with a key part of their name: retirement. However, you may continue working while drawing

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Three Ways to Celebrate Financial Literacy Month

April 4, 2022

April is not just about tax season and springtime. Since 2004, April has also been Financial Literacy Month throughout the U.S. Some states also recognize

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The Backdoor Roth IRA in a Nutshell

March 21, 2022

If you are wondering what in the world a “backdoor Roth IRA” is, you’re not alone! In short, if you’ve been frustrated by the contribution

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Making the Most of Your Relationship with a Financial Professional

March 19, 2022

Heading to your first meeting with a new financial professional may be a lot like going on a blind date. Can you have anything in

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Luck of the Investor: Making Your Own Luck on St. Patrick’s Day

March 17, 2022

As Samuel Goldwyn once said, “The harder I work…the luckier I get!” 1 But when it comes to investing, luck may play a huge role in

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What to Know About Working with a Financial Professional

March 7, 2022

If you’ve been wondering how to optimize your finances and ensure your money continues to work for you, a financial professional may be able to help.

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We are proud recipients of the CERTIFIED FINANCIAL PLANNER™ certification. We are dedicated fiduciary retirement planners.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services offered through Independent Advisor Alliance, a Registered Investment Adviser. Independent Advisor Alliance, Rightirement Wealth Partners, and RWP Capital are separate entities from LPL Financial.

Advisors Associated with Independent Advisor Alliance may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and Investment Advisor Representatives of Independent Advisor Alliance; or (2) solely investment advisor representatives of Independent Advisor Alliance, and not affiliated with LPL Financial. Investment advice offered through Independent Advisor Alliance, and not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, CT, FL, GA, MD, NC, NJ, NY, TX, VA.

Pursuant to CA Insurance Code Section 1726 Allen Hodys Domicile State NY – CA Insurance #2122805 William Brancaccio Domicile State NY – CA Insurance #0L02737

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.