Recent Articles

Blog

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
Blog

Deconstructing your Debt-to-Income Ratio

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

Common Retirement Investment Mistakes

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

Retirees Get a Raise as Inflation Persists

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

Car Shopping in the Time of COVID

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

Floods Are Getting Worse. Are You Covered?

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

The Delta Factor

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

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
covid retirement

Despite Pandemic, Americans Are Saving for Retirement

June 4, 2021/by Paul Tramontozzi
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