Recent Articles
Manage Your Debt
New Year’s Resolution: Manage Your Debt
As the new year dawns,…
January 7, 2021/by Paul TramontozziAs the new year dawns,…
Should Investors Worry About Federal Debt?
The National Debt Is at Record Levels. Should Investors Be Concerned?
For…
December 8, 2020/by Paul TramontozziFor…
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 TramontozziThis semester, millions…
Converting a Traditional IRA to a Roth IRA
Thinking of Converting Your Traditional IRA to a Roth? Now May…
October 9, 2020/by Paul TramontozziRetiring Early Because of the Coronavirus
Should You Take An Early Retirement?
The story is a common one…
September 8, 2020/by Paul TramontozziThe story is a common one…
Your Estate Plan: Time for a Checkup
Your Estate Plan: Time for a Checkup
COVID 19 has brought tragedy…
August 10, 2020/by Paul TramontozziCOVID 19 has brought tragedy…
Irrational Exuberance: Stocks and the Economy
Stocks and the Economy: Irrational Exuberance
When Federal Reserve…
July 12, 2020/by Paul TramontozziWhen Federal Reserve…
The CARES Act and Your Retirement Savings
Think Twice Before Tapping into Your Retirement Savings
New…
June 12, 2020/by Paul TramontozziNew…
Managing Finances during COVID19
Smart Financial Strategies for Unexpected Events
A once-in-a-lifetime…
May 11, 2020/by Paul TramontozziA once-in-a-lifetime…
Should You Refinance?
May 5, 2020/by Paul TramontozziThinking of Timing the Market?
Thinking of Timing the Market?
Volatility is back and so is…
April 3, 2020/by Paul TramontozziVolatility is back and so is…
Deciding When to Start Taking a Pension
Deciding When to Start Taking a Pension
Most businesses today…
April 3, 2020/by Paul TramontozziMost businesses today…
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 TramontozziAs the…
The 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…