Recent Articles

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

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
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
converting to a Roth IRA

Roth IRA Conversion

Good Window of Opportunity for Roth IRA Conversions
The…
June 5, 2019/by Paul Tramontozzi
How can I get started planning my finances

Building a Solid Financial Foundation

Building a Solid Financial Foundation
When the markets and the…
May 13, 2019/by Paul Tramontozzi
Should I have a living trust?

Planning with a Living Trust

Adding a Personal Backup With a Living Trust
The managers of…
April 11, 2019/by Paul Tramontozzi
Facts about an IRA

Brush Up On Your IRA Facts

If you are opening an individual retirement account (IRA) for…
March 18, 2019/by Paul Tramontozzi