by Pete Tomassi | Dec 12, 2019 | Financial Planning, Investments, Retirement
Retirement “There’s never enough time to do all the nothing you want.” – Bill Waterson, Calvin and HobbesThe majority of my friends and clients in retirement would agree with Bill.After spending 40-50 hours per week in the activities of an employer, other...
by Pete Tomassi | Aug 26, 2019 | Investments, Retirement
The Stock Market “If I had known that the ride was going to be like this, I would have taken more Dramamine!”I remember hearing those words from a fellow passenger on a deep-sea fishing boat in the Gulf of Mexico – a world away from the Rocky Mountains and...
by Pete Tomassi | Oct 28, 2018 | Financial Planning, Retirement
How much money do I need for retirement? When talking about retirement and financial independence planning, that is by far the most often asked question I receive from clients, friends, and family members. My guess is that most financial planners in the Loveland area...
by Pete Tomassi | Dec 21, 2017 | Financial Planning, Retirement, Tax Planning
Tax Reform Both chambers of Congress have now passed the tax overhaul bill. It’s the first such overhaul in more than 30 years. The next stop is President Trump’s desk, where he is expected to sign it into law before the end of 2017. The tax overhaul...
by Pete Tomassi | Nov 30, 2017 | Retirement
FINANCIAL PLANNING FOR MILITARY RETIREMENT IN NORTHERN COLORADO: The New Military Retirement System Whether you are from Loveland, Fort Collins, Berthoud, or Anytown USA, if you or a family member are active duty military or are planning to enlist in the Armed Forces,...
by Pete Tomassi | Jun 20, 2014 | Retirement
Let’s simplify this issue. The determination as to which retirement account investors should fund, or convert to, is ultimately based on two factors: taxes and withdrawals. Investing is about total return, into which taxes play a significant role. A Roth IRA is...
