Recent Articles

Strategies to Minimize Estate Taxes in New York
Navigating the complexities of estate planning can be overwhelming,…
October 14, 2024/by Paul Tramontozzi
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
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?
Life…
June 5, 2023/by Paul TramontozziLife…
Making Your Inheritance Last a Lifetime
Inheriting a large sum of money can be a life-changing event,…
May 26, 2023/by Paul TramontozziBuilding Wealth Through Tax Planning Strategies
You have worked hard to accumulate wealth, but if you're not…
May 3, 2023/by Paul TramontozziWhat 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 TramontozziWomen Face a Unique Path to Retirement
The truth of the matter is that women are controlling more wealth…
July 15, 2022/by Paul TramontozziDeconstructing your Debt-to-Income Ratio
Your debt-to-income ratio (or DTI) measures your monthly debt…
July 6, 2022/by Paul TramontozziCommon Retirement Investment Mistakes
Only one-in-four Americans (27%) feel very confident that they…
May 31, 2022/by Paul TramontozziRetirees Get a Raise as Inflation Persists
First the good news: Retirees will get a generous increase in…
December 10, 2021/by Paul TramontozziCar Shopping in the Time of COVID
The COVID pandemic has had many unexpected consequences. A booming…
November 8, 2021/by Paul TramontozziFloods Are Getting Worse. Are You Covered?
It’s hurricane season again, and this year is looking worse…
October 7, 2021/by Paul TramontozziThe Delta Factor
The après-COVID party is in full swing. Travel is booming. Restaurants…
September 7, 2021/by Paul TramontozziThe Greening of Wall Street
The green revolution is upon us. Like it or not, the world is…
August 5, 2021/by Paul Tramontozzi