Paul Tramontozzi, CFP

07/18/2026

Great experience spending time at Nasdaq this week and taking part in the Closing Bell ceremony with our new partners at SEI.

07/17/2026

No one wants a surprise tax bill in April. But that is exactly what can happen when retirement income, tax withholding, RMDs, charitable giving, and cash reserves are not reviewed until the end of the year.

Review your retirement income, taxes, RMDs, charitable giving, and cash reserves before year-end to avoid costly surprises and stay on track.

04/16/2024

LAST CHANCE TO SIGN UP!

UPCOMING WEBINAR ON COLLEGE PLANNING:

TODAY at noon

During this webinar, Paul Tramontozzi, CFP®, Wealth Advisor with Stratos Wealth Partners, and "Dr. P" Dominique Padurano, M.S. Ed, Ph.D., Head Coach and Founder of Crimson Coaching, will discuss how to get your child ready for college through the critical high school years.

This is a FREE webinar hosted by Teams. Details will be sent once registered.

Feel free to forward this email to anyone that may be interested and we hope you can join us!

https://conta.cc/4atFZcV

Crimson Coaching and Stratos Wealth Partners are separate entities from LPL Financial.

04/09/2024

UPCOMING WEBINAR ON COLLEGE PLANNING:

Tuesday, April 16th at noon

During this webinar, Paul Tramontozzi, CFP®, Wealth Advisor with Stratos Wealth Partners, and "Dr. P" Dominique Padurano, M.S. Ed, Ph.D., Head Coach and Founder of Crimson Coaching, will discuss how to get your child ready for college through the critical high school years.

This is a FREE webinar hosted by Teams. Details will be sent once registered.

Feel free to forward this email to anyone that may be interested and we hope you can join us!

https://conta.cc/4atFZcV

Crimson Coaching and Stratos Wealth Partners are separate entities from LPL Financial.

12/05/2023

LAST CHANCE FOR TODAY"S WEBINAR:

It has never been more important to have a plan as you navigate through the complex financial decisions we face in any given year. As the year drives to an end, it's time to make sure we made all of the decisions needed before year end and shift our focus to the new year.

In this webinar, we will go over what you need to think about now to help pursue your financial goals in 2024 and beyond. I will cover important deadlines that you will need to know as you plan for year end and I'll give you the framework to build your own financial plan.

December 5th at noon.

Register Here: https://conta.cc/3R10EhD

11/28/2023

UPCOMING WEBINAR:

It has never been more important to have a plan as you navigate through the complex financial decisions we face in any given year. As the year drives to an end, it's time to make sure we made all of the decisions needed before year end and shift our focus to the new year.

In this webinar, we will go over what you need to think about now to help pursue your financial goals in 2024 and beyond. I will cover important deadlines that you will need to know as you plan for year end and I'll give you the framework to build your own financial plan.

December 5th at noon.

Register Here: https://conta.cc/3R10EhD

09/21/2023

WEBINAR TODAY: How Tax Planning Changes Through Four Stages of Retirement

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for expenses. It is important to apply the tax code in an organized and efficient way.

Sign up now for my upcoming webinar, How Tax Planning Changes Through the Four Stages of Retirement, on Thursday September 21st at noon to learn how to create a retirement tax strategy.

Register Here:

https://conta.cc/3OT2m2a