Financial Planning Archives - Page 3 of 3 - Tremblay Financial Services

Charitable Giving Financial Planning

Charitable Giving Is One Way to Make the World Better

Charitable giving is an important part of a financial plan. This article was originally published by the Santa Barbara News Press on April 29, 2023.…

Tim Tremblay2023-05-02

Financial Planning Investments

Some Mutual Funds Have Their Advantages

A mutual fund is a financial vehicle that pools assets from shareholders to invest in securities like stocks, bonds, money market instruments and other assets.…

Tim Tremblay2023-05-02

Financial Planning

Look At Strategies To Reduce Debt

Debt can be simply understood as the amount owed by the “borrower” to the “lender.” This article was originally published by the Santa Barbara News…

Tim Tremblay2023-02-21

Financial Literacy Financial Planning Retirement Planning

Reducing Debt BEFORE Retirement: Playing It Smart With Car Loans

I get it. Cruising around in a gorgeous NEW car can be quite a status symbol and make you feel pretty good. But how long…

Michael Morando2022-10-21

Financial Planning Retirement Planning

The Slippery Slope Of Caring For Your Elderly Parents

For many of us, our parents have been a source of love and support for our entire lives. In our last blog article, we discussed The…

Tim Tremblay2022-08-05

Financial Planning Retirement Planning

The Slippery Slope of Financially Supporting Your Adult Children

Those of us who are parents understand that wanting to provide for our kids is about as natural as breathing. When our kids are little,…

Tim Tremblay2022-07-19

Financial Planning

Money Tip Monday

``One extra monthly payment per year on your mortgage will shorten the length of your loan by years!`` This week's money tip shows the strength…

Michael Morando2019-12-16

Financial Planning Investments

Are You Ready For A Recession?

It is not a matter of if, but when. Although employment continues to increase and the economy continues to grow, talks of a recession swirl…

Michael Morando2019-09-12