Recent Articles

social security

Social Security Benefits and You

Social Security Benefits and You
Social Security benefits currently…
March 4, 2021/by Paul Tramontozzi
Blog

Growth vs. Value: Two Approaches to Stock Investing

Growth vs. Value: Two Approaches to Stock Investing
For growth…
February 5, 2021/by Paul Tramontozzi
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
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
Blog

The CARES Act and Your Retirement Savings

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

Managing Finances during COVID19

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

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
Blog

Deciding When to Start Taking a Pension

Deciding When to Start Taking a Pension



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

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