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 Tramontozzi
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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
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Retiring? Take Control of Your Assets

Retiring? Take Control of Your Assets
After years of saving…
October 3, 2019/by Paul Tramontozzi
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Income Investing? Think Dividends

Income Investing? Think Dividends
It used to be, investors seeking…
September 3, 2019/by Paul Tramontozzi
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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
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Roth IRA Conversion

Good Window of Opportunity for Roth IRA Conversions
The…
June 5, 2019/by Paul Tramontozzi
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Building a Solid Financial Foundation

Building a Solid Financial Foundation
When the markets and the…
May 13, 2019/by Paul Tramontozzi
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Planning with a Living Trust

Adding a Personal Backup With a Living Trust
The managers of…
April 11, 2019/by Paul Tramontozzi
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Brush Up On Your IRA Facts

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

Bearing the Burden of Student Loan Debt

Bearing the Burden of Student Loan Debt
If you are weighed down…
February 12, 2019/by Paul Tramontozzi
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Tax Efficient Investing

Five Strategies for Tax Efficient Investing
As just about every…
January 24, 2019/by Paul Tramontozzi
financial plan

Getting Ready for 2019

Getting Your Financial Plan Ready for 2019
Last month I wrote…
December 10, 2018/by Paul Tramontozzi
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Year End Tax Planning: TCJA Edition

Year End Tax Planning: TCJA Edition
With the passage of the…
October 8, 2018/by Paul Tramontozzi
529

Facts about 529 Plans

Getting the Facts Straight about 529 Plans
As many of us are…
August 29, 2018/by Paul Tramontozzi