Tony Tarantino, CRPC, CLTC

02/03/2025

Your financial goals can change over time. Let's discuss how personalized financial advice can help you navigate each stage of your life with confidence.

07/02/2024

Here’s an interesting analysis from Franklin Templeton on the upcoming U.S. elections. If you have any concerns about the potential market impact, let’s connect.

Understand the potential market implications of competing policy outcomes.

06/27/2024

Do you plan to help your child or grandchild pay for college? I, along with your tax professional, can help you evaluate how to take advantage of the tax code to save more.

Use the tax code to your benefit for a loved one’s education

06/26/2024

It's easy to delay answering uncomfortable questions like "What happens to my assets when I die?" Regardless of your age, I recommend working with your attorney to start or update your estate plan as soon as possible.

Use this checklist to create an estate plan that reflects your goals and values.

06/25/2024

Will or trust: Which one is right for you? Learn the basics of both and how they may fit into your broader estate planning needs.

Get answers to frequently asked questions about the basics of wills and trusts.

06/24/2024

From financial aid and funding sources to student loans and tax incentives, here are eight key considerations to help you make informed decisions when preparing to pay for college.

06/21/2024

Think it’s too soon to think about your legacy? Even little steps now can mean big changes in the future for your family and your community. Let’s talk about solutions to help grow and protect your legacy at the same time.

06/20/2024

Do you live with a partner but don't plan to marry? Ameriprise Senior Vice President of Financial Advice Strategy and Marketing Marcy Keckler shares why a cohabitation agreement may help you align on key areas like estate and retirement planning.

Experts say issues like money, property, family support and retirement assets need to be part your cohabitation agreement.

06/18/2024

Without action from Congress, Social Security will be unable to fully pay benefits starting in 2035, according to 2024 OASDI Trustees Report. If you are concerned about the uncertainty of these funds, we can work to add more flexibility into your personalized retirement income plan.

Benefits would be cut by 17% without action by Congress

06/16/2024

Wishing all the dads a Happy Father’s Day!

06/14/2024

Estate planning is a team sport, typically involving you, your family and numerous other professionals. I am here to help assemble and coordinate your team to draft a plan unique to you and your legacy goals.

What to look for in an attorney, trustee, executor and other critical roles.

06/07/2024

How does life get better as you age?