Recent Articles

lock in longer-term rates

Why Lock in Longer-Term Rates?

It’s good to be a saver right now. For the first time in years,…
July 25, 2023/by Paul Tramontozzi
inheriting an annuity

What To Do If You Inherit An Annuity

Inheriting an annuity can be a blessing but it’s important…
July 6, 2023/by Paul Tramontozzi

Considering Exchanging Your Life Insurance for LTC Insurance?

Considering Exchanging Your Life Insurance for LTC Insurance?

June 5, 2023/by Paul Tramontozzi

Making Your Inheritance Last a Lifetime

Inheriting a large sum of money can be a life-changing event,…
May 26, 2023/by Paul Tramontozzi

Building Wealth Through Tax Planning Strategies

You have worked hard to accumulate wealth, but if you're not…
May 3, 2023/by Paul Tramontozzi
biden's student loan deft relief

What to Know About Biden’s Student Loan Debt Relief Plan

On August 24, 2022, President Biden announced his long-awaited…
September 7, 2022/by Paul Tramontozzi

Women Face a Unique Path to Retirement

The truth of the matter is that women are controlling more wealth…
July 15, 2022/by Paul Tramontozzi

Deconstructing your Debt-to-Income Ratio

Your debt-to-income ratio (or DTI) measures your monthly debt…
July 6, 2022/by Paul Tramontozzi

Common Retirement Investment Mistakes

Only one-in-four Americans (27%) feel very confident that they…
May 31, 2022/by Paul Tramontozzi

Retirees Get a Raise as Inflation Persists

First the good news: Retirees will get a generous increase in…
December 10, 2021/by Paul Tramontozzi

Car Shopping in the Time of COVID

The COVID pandemic has had many unexpected consequences. A booming…
November 8, 2021/by Paul Tramontozzi

Floods Are Getting Worse. Are You Covered?

It’s hurricane season again, and this year is looking worse…
October 7, 2021/by Paul Tramontozzi

The Delta Factor

The après-COVID party is in full swing. Travel is booming. Restaurants…
September 7, 2021/by Paul Tramontozzi

The Greening of Wall Street

The green revolution is upon us. Like it or not, the world is…
August 5, 2021/by Paul Tramontozzi
real estate boom

Real Estate is Booming? Is a Bust Ahead?

Anyone looking to buy or sell a home lately has probably been…
July 2, 2021/by Paul Tramontozzi