Recent Articles

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
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
Blog

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
One…
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