Higher interest rates have forced people to rethink the traditional portfolio of 60 percent stocks and 40 percent bonds.  Ken Tumolo and Nick Tumolo explain their stance on the 60/40 portfolio and how they customize plans for their clients. 

To schedule a Tumolo Financial Retirement Checkup visit TumoloFinancial.com

See omnystudio.com/listener for privacy information.

Taxes could be the biggest expense in retirement if you ignore them. Ken Tumolo and Nick Tumolo explain how their strategies can help clients minimize their tax burden.

To schedule a Tumolo Financial Retirement Checkup visit TumoloFinancial.com

See omnystudio.com/listener for privacy information.

Of course we're all curious if our retirement plan is on track. Ken Tumolo and Nick Tumolo give you some strategies to figure that out. 

To schedule a Tumolo Financial Retirement Checkup visit TumoloFinancial.com

See omnystudio.com/listener for privacy information.

A lot of people turn to Dad for advice on all kinds of topics. Nick Tumolo explains all the lessons he learned from his dad, Ken Tumolo and how it shaped his career at Tumolo Financial. 

To schedule a Tumolo Financial Retirement Checkup visit TumoloFinancial.com

See omnystudio.com/listener for privacy information.

What can someone expect when they go in for a Tumolo Financial Retirement Checkup? Ken Tumolo and Nick Tumolo give you a peak behind the curtain of what your first visit will be like.

To schedule a Tumolo Financial Retirement Checkup visit TumoloFinancial.com

See omnystudio.com/listener for privacy information.

There are so many confusing aspects of Social Secutity. Ken Tumolo and Nick Tumolo break down the most common myths they see people confuse and how they help their clients make the best decisions for their financial future.

To schedule a Tumolo Financial Retirement Checkup visit TumoloFinancial.com

See omnystudio.com/listener for privacy information.

The the Fed pauses interest rate hikes, the market might go up, but some interest rate opportunities might go down. Is there still time to take advantage? Ken Tumolo and Nick Tumolo break down what this could mean for your retirement. 

To schedule a Tumolo Financial Retirement Checkup visit TumoloFinancial.com

See omnystudio.com/listener for privacy information.

With the inflation we've been experiencing, how does that affect your retirement plans? Ken Tumolo and Nick Tumolo exlain a few things to consider to try to inflation-proof your plan. 

To schedule a Tumolo Financial Retirement Checkup visit TumoloFinancial.com

See omnystudio.com/listener for privacy information.

Tax laws are ever-changing. Ken Tumolo and Nick Tumolo break down how your plan can stay tax efficient with the upcomng changes. 

To schedule a Tumolo Financial Retirement Checkup visit TumoloFinancial.com

See omnystudio.com/listener for privacy information.

We're hearing more negativity around the stock market. How do Ken Tumolo and Nick Tumolo handle their clients feelings when planning their retirement? 

To schedule a Tumolo Financial Retirement Checkup please call 860-854-3434 or visit TumoloFinancial.com

See omnystudio.com/listener for privacy information.