Recent Articles

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
When do I take my pension?

Deciding When to Start Taking a Pension

Deciding When to Start Taking a Pension



Most businesses today…
April 3, 2020/by Paul Tramontozzi
Lowering your taxes with year end planning

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
How will the SECURE Act affect my retirement?

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
Getting prepared to retire

Retiring? Take Control of Your Assets

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

Income Investing? Think Dividends

Income Investing? Think Dividends
It used to be, investors seeking…
September 3, 2019/by Paul Tramontozzi
When should I take Social Security?

How Much Social Security Can You Expect?

How Much Social Security Can You Expect?
One of the first steps…
July 3, 2019/by Paul Tramontozzi