Tim Tremblay, Author at Tremblay Financial Services

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

Economic Trends

California’s Wine Woes

I want to start this article with full disclosure here: despite the abundance of great wineries in Santa Barbara, I don’t drink a lot of…

Tim Tremblay2024-05-15

Investments Retirement Planning

What is Sequence of Returns Risk?

Sequence of returns risk can put your retirement portfolio in jeopardy, but what is it, and how do you fight it? We get it. Retirement…

Tim Tremblay2024-05-09