Recent Articles

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
Retiring Early Because of COVID

Retiring Early Because of the Coronavirus

Should You Take An Early Retirement?
The story is a common one…
September 8, 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