Tumolo Financial Retirement Planning
Ken Tumolo has always believed in a planning-based approach to retirement. This unique methodology led him to start Tumolo Financial, an independent retirement firm in East Lyme, CT, alongside his son, Nick. The father-son duo built their firm based on core principles of integrity and trust, with a main focus on retirement planning with taxes in mind.
Ken and Nick look at retirement as a whole, accounting for tax strategies, estate planning, Social Security, and healthcare.
Medicare Mistakes That Could Cost You for Years
Is Your RMD Setting You Up for a Tax Surprise?
Pension or Lump Sum? The Retirement Dilemma Explained
Medicare Myths: What Retirees Need to Know Before It’s Too Late
Is Your 401k About to Get Riskier?
Medicare Maze: What Every Retiree Needs to Know This Year
Is It Too Soon to Scale Back? Rethinking Retirement Risk Timelines
Retirement Roulette: Why Winging It Can Cost You Big
Retirement: The Freedom to Dream Again
Estate Planning Myths: Why Every Family Needs a Legacy Strategy
Politics and Your Portfolio: Are You Ready for Retirement’s New Risks?
The Truth About the 4% Rule
Spouse, Strategy, Security: Social Security Demystified
Tumolo Talk: Tariffs & Your Retirement
Retirement Planning Isn’t Just Investment Returns
Don’t Let an Inheritance Derail Your Retirement
Just One More Year? Maybe Not.
Retired and Afraid to Spend? Let’s Fix That
Tumolo Talk: What Retirees Need to Know About The One Big Beautiful Bill Act
How Much Risk Is Too Much Near Retirement?
From Taxed to Maxed: Why Timing Your Roth Conversion Matters
One Mistake That Could Derail Your Retirement Plan
How to Avoid Crashing Your Retirement Plan
Tumolo Talk: How to Minimize Taxes for Your Heirs with Smart Planning Now
Flip Your Financial Plan: From Growth to Retirement Income
Why Flip Phones Might Save Your Retirement
How to Spend with Confidence in Your Golden Years
Retirement Done Right: Planning for Life’s Curveballs
Tumolo Talk: IRMAA
Are You Ready for Retirement Tax Surprises?