Recent Articles

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

Roth IRA Conversion

Good Window of Opportunity for Roth IRA Conversions
The…
June 5, 2019/by Paul Tramontozzi

Building a Solid Financial Foundation

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

Planning with a Living Trust

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

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

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

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
401(k) loan

Borrowing From Your 401(k)

Why You Shouldn't Borrow From Your 401(k)
It’s tempting. The…
July 23, 2018/by Paul Tramontozzi

Considerations when Receiving a Pension

What to Consider When Determining How to Receive a Pension Benefit
One…
June 22, 2018/by Paul Tramontozzi

This is Not Your Father’s Retirement

This is Not Your Father's Retirement
In 1988, when most Baby…
May 30, 2018/by Paul Tramontozzi

Housing Decisions in Retirement

How Housing Figures Into Planning For A Longer Retirement
As…
January 8, 2018/by Paul Tramontozzi