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tax preparation — Haven’t Filed Your Taxes Yet? Be Aware of These Features
As if the pandemic hasn't already affected every other aspect…
May 4, 2021/by Paul Tramontozzi

Inflation is on the horizon — Is Inflation on the Horizon?
The specter of inflation has long been absent from the American…
April 7, 2021/by Paul Tramontozzi

understanding your social security benefits — Social Security Benefits and You
Social Security Benefits and You
Social Security benefits currently…
March 4, 2021/by Paul Tramontozzi

Two different approaches to investing or growth and value — Growth vs. Value: Two Approaches to Stock Investing
Growth vs. Value: Two Approaches to Stock Investing
For growth…
February 5, 2021/by Paul Tramontozzi

Ways to manage your debt — Manage Your Debt
New Year’s Resolution: Manage Your Debt
As the new year dawns,…
January 7, 2021/by Paul Tramontozzi

federal debt — Should Investors Worry About Federal Debt?
The National Debt Is at Record Levels. Should Investors Be Concerned?

For…
December 8, 2020/by Paul Tramontozzi

COVID college costs — College Costs in the Era of COVID-19
Paying for College in the Era of COVID-19
This semester, millions…
November 5, 2020/by Paul Tramontozzi

Converting a Traditional IRA to a Roth IRA — Converting a Traditional IRA to a Roth IRA
Thinking of Converting Your Traditional IRA to a Roth? Now May…
October 9, 2020/by Paul Tramontozzi

Estate Plan Review — Your Estate Plan: Time for a Checkup
Your Estate Plan: Time for a Checkup
COVID 19 has brought tragedy…
August 10, 2020/by Paul Tramontozzi

Irrational Exuberance — Irrational Exuberance: Stocks and the Economy
Stocks and the Economy: Irrational Exuberance
When Federal Reserve…
July 12, 2020/by Paul Tramontozzi

The CARES Act and your Savings Plan — The CARES Act and Your Retirement Savings
Think Twice Before Tapping into Your Retirement Savings
New…
June 12, 2020/by Paul Tramontozzi

Managing your finances during COVID — Managing Finances during COVID19
Smart Financial Strategies for Unexpected Events
A once-in-a-lifetime…
May 11, 2020/by Paul Tramontozzi

Should I refinance my mortgage? — Should You Refinance?
May 5, 2020/by Paul Tramontozzi

timing the market — Thinking of Timing the Market?
Thinking of Timing the Market?
Volatility is back and so is…
April 3, 2020/by Paul Tramontozzi

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