How to Get on Track Before You Retire

Ken Tumolo and Nick Tumolo explore the current state of retirement savings in America, highlighting alarming statistics about credit card debt and retirement preparedness. It emphasizes the importance of planning for retirement at least three to five years in advance, considering economic uncertain…

Don't Postpone Your Bucket List

Ken Tumolo and Nick Tumolo reflect on the importance of enjoying life's moments, particularly in the context of retirement. They discuss the challenges clients face in transitioning from saving to spending their retirement funds, emphasizing the need to enjoy life now rather than postponing experie…

Maximizing Growth While Minimizing Risk

Ken Tumolo and Nick Tumolo discuss the importance of understanding market risks and personal comfort levels when investing, particularly in the context of retirement planning. They highlight Warren Buffett's advice on being prepared for significant stock losses and emphasizes the need for a strateg…

How to Secure Your Financial Future

Ken Tumolo and Nick Tumolo discuss the importance of financial planning for retirement, emphasizing the risks associated with retiring at different ages. They highlight the need for early planning, understanding financial numbers, and building a safe retirement strategy to mitigate risks.  To sche…

Expectations vs. Reality in Retirement

Ken Tumolo and Nick Tumolo discuss the importance of data-driven decision-making in retirement planning, contrasting it with emotional investing. They emphasize the need for a holistic approach that considers various factors such as spending, taxes, and market conditions. To schedule a Tumolo Fina…

Finding Joy in Retirement Spending

Ken Tumolo and Nick Tumolo highlight the importance of having a comprehensive financial plan that includes various aspects such as tax planning, estate planning, and Medicare.  To schedule a Tumolo Financial Retirement Checkup visit TumoloFinancial.com Ken Tumolo and his son Nick Tumolo join you …

Baby Boomers: Avoiding Common Retirement Pitfalls

Ken Tumolo and Nick Tumolo focus on the impending retirement of peak baby boomers, highlighting the challenges they may face in maintaining their lifestyle post-retirement. To schedule a Tumolo Financial Retirement Checkup visit TumoloFinancial.com Ken Tumolo and his son Nick Tumolo join you on t…

Empowering Couples in Financial Planning

Ken Tumolo and Nick Tumolo break down the dynamics of family roles in financial management, highlighting how responsibilities are often divided between partners. They discuss the evolving trends in financial decision-making among younger couples and emphasizes the importance of inclusive financial …

Building a Backup Plan for Retirement

When it comes to managing a 401K, there are several options to consider. Ken Tumolo and Nick Tumolo discuss leaving the money in the former company's plan or rolling it over to an IRA. The key is to evaluate the situation and determine what can be done differently to improve the retirement picture.…

Recent Changes in Retirement Laws and Taxes

Ken Tumolo and Nick Tumolo discuss recent changes in retirement laws, particularly related to taxes. Two key changes mentioned are the exclusion of Roth money from the calculation of required minimum distributions (RMDs) in 401(k) accounts and the conversion of catch-up contributions to Roth money …