Tim Tremblay, Author at Tremblay Financial Services

Retirement Planning Tax Planning

Breaking Down the One Big Beautiful Bill Act

The “One Big Beautiful Bill Act” (OBBBA), often called the “Big Beautiful Bill,” is a sweeping piece of legislation that touches nearly every aspect of…

Tim Tremblay2025-08-20

Retirement Planning Tax Planning

The Pursuit of Financial Freedom In Retirement

Financial freedom in retirement means more than just having enough money, it means having choices. Putting a comprehensive retirement plan in place can not only…

Tim Tremblay2025-07-17

Annuities Retirement Planning

Annuities Don’t Have to be Confusing

In the past, annuities have been a topic avoided by many, but lately interest levels have risen—a lot. In fact, online searches for terms like…

Tim Tremblay2025-06-20

Financial Planning Investments Retirement Planning

Will Your Nest Egg Withstand Inflation and Market Volatility?

It’s no secret that inflation is on the rise, impacting millions of Americans. Mix that in with on-again off-again tariffs, and it’s a good time…

Tim Tremblay2025-05-15

Financial Literacy Month coin jar with cap.

Financial Literacy Retirement Planning

It’s Financial Literacy Month. How Much Do You Know About Retirement Accounts?

April is often known for spring cleaning, Easter, and Passover, but it’s also Financial Literacy Month. At its core, financial literacy refers to understanding and…

Tim Tremblay2025-04-25

Medicare

Do You Know the Connection Between Income and Medicare Costs?

As you near retirement you’re probably focused on making sure you have enough income to enjoy the years ahead. While enjoying what you’ve worked hard…

Tim Tremblay2025-03-24

Financial Planning

What’s Your Relationship with Your Finances?

An often-overlooked relationship is the one we have with our finances. As we celebrate the month of love, reflect on whether the relationship you have…

Tim Tremblay2025-02-11

Financial Planning

Start 2025 Strong with These 5 Financial Wellness Tips!

The new year is here, which means a fresh start to be the best, healthiest version of yourself, but don't limit that to just physical…

Tim Tremblay2025-01-17

Lifestyle

Santa Barbara’s Reigning Softball Kings

At Tremblay Financial, we play as hard as we work. That's why we proudly sponsor our own softball team. This year, Team Tremblay made it…

Tim Tremblay2025-01-17

Financial Planning

Setting Financial Goals for the New Year

It’s that time of year again—the time when many people set ambitious goals but struggle to follow through on achieving them. As you reflect on…

Tim Tremblay2024-12-18