Recent Articles

Should You Refinance?
May 5, 2020/by Paul Tramontozzi
Thinking of Timing the Market?
Thinking of Timing the Market?
Volatility is back and so is…
April 3, 2020/by Paul TramontozziVolatility is back and so is…

Deciding When to Start Taking a Pension
Deciding When to Start Taking a Pension
Most businesses today…
April 3, 2020/by Paul TramontozziMost businesses today…

Lower Your Tax Bill with Year-End Planning
Tips to Help Lower Your Tax Bill with Year-End Planning
As the…
December 6, 2019/by Paul TramontozziAs the…

The Secure Act and Your Retirement
The Secure Act: Easier and More Flexible Ways to Save for Retirement
Americans…
November 5, 2019/by Paul TramontozziAmericans…

Retiring? Take Control of Your Assets
Retiring? Take Control of Your Assets
After years of saving…
October 3, 2019/by Paul TramontozziAfter years of saving…

Income Investing? Think Dividends
Income Investing? Think Dividends
It used to be, investors seeking…
September 3, 2019/by Paul TramontozziIt used to be, investors seeking…

Lowering Your Tax Bill with an HSA
Lowering Your Tax Bill with an HSA -- Today and in Retirement
For…
August 7, 2019/by Paul TramontozziFor…

How Much Social Security Can You Expect?
How Much Social Security Can You Expect?
One of the first steps…
July 3, 2019/by Paul TramontozziOne of the first steps…

Roth IRA Conversion
Good Window of Opportunity for Roth IRA Conversions
The…
June 5, 2019/by Paul TramontozziThe…

Building a Solid Financial Foundation
Building a Solid Financial Foundation
When the markets and the…
May 13, 2019/by Paul TramontozziWhen the markets and the…

Planning with a Living Trust
Adding a Personal Backup With a Living Trust
The managers of…
April 11, 2019/by Paul TramontozziThe managers of…

Brush Up On Your IRA Facts
If you are opening an individual retirement account (IRA) for…
March 18, 2019/by Paul Tramontozzi
Bearing the Burden of Student Loan Debt
Bearing the Burden of Student Loan Debt
If you are weighed down…
February 12, 2019/by Paul TramontozziIf you are weighed down…

Tax Efficient Investing
Five Strategies for Tax Efficient Investing
As just about every…
January 24, 2019/by Paul TramontozziAs just about every…