Recent Articles

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
Should I downsize or move in retirement?

Housing Decisions in Retirement

How Housing Figures Into Planning For A Longer Retirement
As…
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
It's…
November 15, 2017/by Paul Tramontozzi
Should I buy a variable annuity?

Should I Buy a Variable Annuity?

The One Article You Need to Read Before You Buy a Variable Annuity
There…
September 25, 2017/by Paul Tramontozzi
What is an ETF?

How Well Do You Understand ETFs?

How Well Do You Understand ETFs?
Investors often look at exchange…
February 13, 2017/by Paul Tramontozzi
Have a financial plan for the new year.

Instead of Resolutions, Have a Plan

Instead of Resolutions, Have a Plan
The last weeks of the year…
December 14, 2016/by Paul Tramontozzi
Create a financial plan for you and your loved ones

Preparing for Tomorrow

Preparing for Tomorrow
What is your plan for optimizing your…
May 24, 2016/by Paul Tramontozzi