Recent Articles
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 TramontozziThe Secure Act and Your Retirement
The Secure Act: Easier and More Flexible Ways to Save for Retirement
Americans…
November 5, 2019/by Paul TramontozziAmericans…
Retiring? Take Control of Your Assets
Retiring? Take Control of Your Assets
After years of saving…
October 3, 2019/by Paul TramontozziAfter years of saving…
Income Investing? Think Dividends
Income Investing? Think Dividends
It used to be, investors seeking…
September 3, 2019/by Paul TramontozziIt used to be, investors seeking…
Lowering Your Tax Bill with an HSA
Lowering Your Tax Bill with an HSA -- Today and in Retirement
For…
August 7, 2019/by Paul TramontozziFor…
How Much Social Security Can You Expect?
How Much Social Security Can You Expect?
One of the first steps…
July 3, 2019/by Paul TramontozziOne of the first steps…
Roth IRA Conversion
Good Window of Opportunity for Roth IRA Conversions
The…
June 5, 2019/by Paul TramontozziThe…
Building a Solid Financial Foundation
Building a Solid Financial Foundation
When the markets and the…
May 13, 2019/by Paul TramontozziWhen the markets and the…
Planning with a Living Trust
Adding a Personal Backup With a Living Trust
The managers of…
April 11, 2019/by Paul TramontozziThe managers of…
Brush Up On Your IRA Facts
If you are opening an individual retirement account (IRA) for…
March 18, 2019/by Paul TramontozziBearing the Burden of Student Loan Debt
Bearing the Burden of Student Loan Debt
If you are weighed down…
February 12, 2019/by Paul TramontozziIf you are weighed down…
Tax Efficient Investing
Five Strategies for Tax Efficient Investing
As just about every…
January 24, 2019/by Paul TramontozziAs just about every…
Getting Ready for 2019
Getting Your Financial Plan Ready for 2019
Last month I wrote…
December 10, 2018/by Paul TramontozziLast month I wrote…
Year End Tax Planning: TCJA Edition
Year End Tax Planning: TCJA Edition
With the passage of the…
October 8, 2018/by Paul TramontozziWith the passage of the…
Facts about 529 Plans
Getting the Facts Straight about 529 Plans
As many of us are…
August 29, 2018/by Paul TramontozziAs many of us are…