Tim Tremblay, Author at Tremblay Financial Services

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

Estate Planning Financial Planning

Estate Planning Awareness Month: Prepare for Your Family’s Future

October is recognized as Estate Planning Awareness Month, a reminder to reflect on the importance of organizing your affairs for the benefit of your loved…

Tim Tremblay2024-10-21

Life Insurance

Understanding Life Insurance: 7 Things You Should Know

Life insurance is an important part of a comprehensive financial plan. Here are 7 things you should know about it. At its simplest, you probably…

Tim Tremblay2024-09-18

Financial Planning

Ways to Save for College Costs

It’s back to school season—a perfect time to think about your children’s future. Parents and grandparents should start planning for college costs as early as…

Tim Tremblay2024-08-16

Financial Planning Retirement Planning Tax Planning

Personal Finance: The Importance of Starting Early

Whether you’re just starting out in your career, you are a Gen-X-er sandwiched between your kids’ college expenses and aging parents’ needs, or you are…

Tim Tremblay2024-07-22

Annuities Retirement Planning

Annuity Sales Are Surging. Do You Know What They Are?

We’re here to help clear up some of the confusion about annuities during Annuity Awareness Month, which happens each June! In the first quarter of…

Tim Tremblay2024-06-12

Estate Planning Financial Planning

Hey Millennials! Don’t Count On An Inheritance To Solve Your Money Problems!

The “Boomer Wealth Transfer” is a term used to describe the massive amount of wealth that baby boomers are holding at the moment, ready to…

Tim Tremblay2024-06-03

Retirement Planning

Does Adding Stress Increase Financial Longevity? Maybe!

In the quest for life longevity, we often think of relaxation, healthy eating, and regular exercise as the golden trio. But what if there's another…

Tim Tremblay2024-05-27

Financial Planning Retirement Planning

Blood Could Detect Cancer 7 Years Before It Develops

As a financial and retirement planner, I often tell my clients, “The good news is medical science has made it possible for all of us…

Tim Tremblay2024-05-16