Recent Articles

converting to a Roth IRA

Roth IRA Conversion

Good Window of Opportunity for Roth IRA Conversions
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
student loan 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

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
Should I use a 529 plan to save for college?

Facts about 529 Plans

Getting the Facts Straight about 529 Plans
As many of us are…
August 29, 2018/by Paul Tramontozzi
Should I take a 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
What should I consider when receiving my pension?

Considerations when Receiving a Pension

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

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
Should I downsize or move in retirement?

Housing Decisions in Retirement

How Housing Figures Into Planning For A Longer Retirement
January 8, 2018/by Paul Tramontozzi
Paul Tramontozzi was invited to the Federal Reserve Bank to discuss elder fraud in financial services

My Day at the Fed

My Day at the Fed
As many of you know, cognitive impairment…
December 1, 2017/by Paul Tramontozzi
charitable giving with a donor advised fund

Giving Through a Donor Advised Fund

How Your Charitable Giving Can Benefit From a Donor Advised Fund
November 15, 2017/by Paul Tramontozzi