Recent Articles

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
roth conversion

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

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

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 Retirement Savings

Think Twice Before Tapping into Your Retirement Savings
New…
June 12, 2020/by Paul Tramontozzi

Managing Finances during COVID19

Smart Financial Strategies for Unexpected Events
A once-in-a-lifetime…
May 11, 2020/by Paul Tramontozzi

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

Deciding When to Start Taking a Pension

Deciding When to Start Taking a Pension



Most businesses today…
April 3, 2020/by Paul Tramontozzi

Lower Your Tax Bill with Year-End Planning

Tips to Help Lower Your Tax Bill with Year-End Planning
As the…
December 6, 2019/by Paul Tramontozzi

Access the Survival Guide for the Sandwich Generation (Video)

Join my mailing list and get access to the Survival Guide for…
November 18, 2019/by Paul Tramontozzi

The Secure Act and Your Retirement

The Secure Act: Easier and More Flexible Ways to Save for Retirement
Americans…
November 5, 2019/by Paul Tramontozzi

Retiring? Take Control of Your Assets

Retiring? Take Control of Your Assets
After years of saving…
October 3, 2019/by Paul Tramontozzi

Income Investing? Think Dividends

Income Investing? Think Dividends
It used to be, investors seeking…
September 3, 2019/by Paul Tramontozzi