How We Help
When it comes to planning your wealth management, it takes more than a can-do attitude to get it right. If you want a certain lifestyle by the time you retire, you need someone who understands your assets at a deeper level. If you live in or around East Lyme, Connecticut, Tumolo Financial has the resources to get you where you want to be. Ken Tumolo has the skills, experience, and creativity to use every last dollar to your advantage. When you know how to make your money work for you, your portfolio can really begin to grow
SECURING YOUR MONTHLY INCOME FOR RETIREMENT
How much do I need to retire? This common question can make anyone feel nervous about their future. When it comes to retirement income planning, Tumolo Financial explores a variety of ways to successfully leverage your income now so you can reap the benefits later. Whether it’s maximizing Social Security or finding new investment opportunities, we carefully weigh the costs of each strategy. We can show you ways to defer, minimize, or even eliminate taxes for your retirement, so you have plenty of disposable income during your later years.
As we make retirement planning decisions, we have a comforting rule of thumb to offer our clients: 1. Allocate a certain amount of money per month for retirement. 2. Take managed risks to grow your portfolio. 3. Relax and enjoy the fruits of your labor during your retirement.
EXPLORE OUR OPPORTUNITIES:
Once you have the right partner at your side, you can start making small changes to your retirement income planning that will add up to a much brighter future. In other words, your retirement age can be whatever you want to make it. If you’re searching for, “How to plan your retirement income?”, it can help to start with a financial advisor who can give you specific answers to the how much to retire question. Ken Tumolo at Tumolo Financial is here to help people in East Lyme, Connecticut, plan ahead. He can help you cut the amount of taxes you pay on each investment, give your profit margins even more breathing room, and narrow down which accounts will be the most beneficial in the long run.
“How much can I earn on Social Security?” You’ve likely heard people telling you not to rely on the average Social Security benefit for your retirement. The amount you receive is not necessarily meant to carry you through each and every year you won’t be working. But the answer to how much “How much Social Security will I get?” isn’t necessarily an inflexible equation. The answer may even get you far more than you think. When you call Ken Tumolo at Tumolo Financial, you have a way to learn more about what you can expect from your Social Security payments. If you want to get more from your Social Security benefits statement, we can help you put your finances back in order.
Ken Tumolo at Tumolo Financial is here to help you go over your rollovers, annuities, and any other assets you may have amassed over the years. This may mean moving your money around or rethinking the timing of your investments. No matter the state of your current portfolio, Tumolo Financial is here to give you suggestions and recommendations that you can take to the bank. We’ll show you how to cut out any unnecessary spending so you can nurture and grow your investments. Efficient tax planning explores every local, state, and federal law that can help you keep your money in your accounts and less in the government’s coffers.
It’s recommended you have about $1 million if you want to live on an income of between $40,000 and $50,000 per year after your last year of work. If you’re going to save that much, you should do everything you can to protect it. Ken Tumolo can help you discover how tax treatments can work to your advantage. Tumolo Financial is built on the idea that you can get more from your investments when you have all the information in front of you. We help you retire tax free, so you can enjoy the benefits of your many years on the job.
Too many people end up crippled by medical conditions that they could never have anticipated. The financial toll on a person’s life can be dramatic, to say the least, especially when you consider the incidental bills that can mount in the meantime. If you’re trying to safeguard your finances against some of the more common events in life, you’ll need the advice of a financial advisor to make the right decision. Ken Tumolo at Tumolo Financial is here to give you the expertise and guidance you need to make better decisions for your portfolio. Whether you’re getting ready for retirement or looking ahead, you owe it to yourself to get your finances in order.
Our staff is driven by understanding our clients at a deeper level, so we can craft a strategy that fits each facet of your life. If you’re interested in philanthropic endeavors, we show you how to contribute to the causes you care about the most. If you want certain funds allocated or withheld, we help you create family governance restrictions that fit your goals. In other words, we find you a direct path from where you are to where you want to be. Asset wealth management can be the key to growing your estate more than you ever thought possible. Once you have the right partner at your side, you can rest easy knowing that your assets are working for you. |