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Why do financial professionals make talking about investments so complicated? Add in the noise from TV pundits, get-rich-quick schemes, and infomercials, and making a simple financial decision turns into an impossible task.

Not at Tremblay Financial. We're here to help breakdown the complex topics while giving you a clear view of our conservative approach to investing.  

The posts below are straight from our advisors as they discuss the topics that are most important to you. 

Friday, September 1, 2023

In this article, we'll delve into the various hurdles associated with estate planning, including inefficient resource allocation, the intricacies of legal processes, family dynamics, and tax implications.

Monday, July 24, 2023

In this article, we'll explore the importance and role of the Power of Attorney in the estate planning process and how it can safeguard your legacy and financial well-being.

Monday, July 3, 2023

This article was originally published by the Santa Barbara News Press. You can view the original article HERE.  Remember when Hostess Cupcakes were two for 5 cents?Remember when gas was 25 cents a gallon?My parents bought...

Tuesday, June 20, 2023

This article was originally published by the Santa Barbara News Press on June 10, 2023. You can read the original article here.  In the world of financial markets, gold has always occupied a special place as a “safe...

Friday, June 2, 2023

This article was originally published by the Santa Barbara News Press on May 27, 2023. You can view the original article here.  When the cryptocurrency, Bitcoin, first came to the marketplace in 2009 at $0.0009 per...

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Tuesday, May 30, 2023

In this video, Tim appears on the Right On The Money YouTube show. Right on the Money is a financial talk show comprised of an exclusive group of insurance and financial professionals from around the country who have a desire to inform...

Friday, May 26, 2023

This article was originally published by the Santa Barbara News Press on May 13, 2023. You can view the original article here.  Larry Crandell, the one and only “Mr. Santa Barbara,” raised more than $250 million for...

Tuesday, May 2, 2023

This article was originally published by the Santa Barbara News Press on April 1, 2023. You can read the original article HERE A mutual fund is a financial vehicle that pools assets from shareholders to invest in securities like...

Tuesday, May 2, 2023

This article was originally published by the Santa Barbara News Press on April 29, 2023. You can read the original article HERE Charitable giving is an important part of a financial plan.When we give of our time, talent and...

Friday, April 14, 2023

This article was originally published by the Santa Barbara News Press on March 18, 2023. You can read the original article HERE.The banking crisis of the “Great Recession” was a result of poor lending policies and poor...

Tuesday, March 21, 2023

This article was originally published by the Santa Barbara News Press on March 18, 2023. You can read the original article HERE. Life insurance! Just the mention of it brings preconceived ideas to mind!Back in the ’80s, used car...

Wednesday, March 8, 2023

This article was originally published by the Santa Barbara News Press on March 4, 2023. The original article can be found here.The coronavirus pandemic took the entire world by surprise in 2020.It impacted every individual, family,...

Tuesday, February 21, 2023

This article was originally published by the Santa Barbara News Press on February 11, 2023. The original article can be found here.  Debt can be simply understood as the amount owed by the...

Monday, January 23, 2023

If retirement planning is one of your goals for 2023, this article will help you get started. What follows are 5 tips for getting your retirement plans in order in 2023.

Monday, January 23, 2023

This article was originally published by the Santa Barbara News Press on January 7, 2023. The original article can be found here.  Financial Literacy for U.S. college graduates is abysmal. In a recent survey...

Tuesday, January 10, 2023

This article was originally published by the Santa Barbara News Press on January 7, 2023. The original article can be found here.The 30-year treasury was paying 19.1% in 1983 when I got into the financial services industry! The U.S....

Friday, October 21, 2022

In this article, we’ll discuss some tips for buying cars that your FUTURE SELF will surely appreciate during retirement!

Monday, September 19, 2022

In this article, we'll discuss a case of how 3 of the most common financial woes among retired people are affecting one real-life individual.

Sunday, August 14, 2022

In this article, we’ll cover some specific impacts of inflation on your retirement and what you can do about it.

Friday, August 5, 2022

In this article, we'll discuss some of the financial and social challenges that come with caring full-time for an elderly parent. We'll also share some tips for making the process as smooth as possible.

Tuesday, July 19, 2022

In this article, we’ll look at how financially supporting adult children negatively impacts retirement plans and what parents can do to wean their children off their checkbooks.

Monday, July 11, 2022

In this article, we’ll discuss earning a passive income from your investments. More importantly, we’ll discuss whether baby boomers can actually live off a passive income.

Monday, June 27, 2022

In this article, we’ll look at a few ways baby boomers can earn a passive income after they’ve left their careers.

Sunday, June 19, 2022

Last week, the S&P 500 dropped into a bear market for the second time in the last two years. That can spell trouble for Baby Boomers. In this article, we’ll discuss the impacts a bear market has on stock investments.

Monday, June 13, 2022

There's no denying that baby boomer retirement is a pretty common challenge among that particular age group. In this article, we'll look at some of the reasons behind that challenge.

Wednesday, August 18, 2021

As former chairman and taxpayer watchdog serving on the tax-writing Senate Finance Committee, I’m girding for my next dogfight. President Biden has set his sights on enacting a new death tax on top of the existing estate tax. Yes...

Friday, March 13, 2020

In your investing lifetime, you may only see a situation like the recent novel coronavirus (COVID-19) a few times. This is a circumstance where complete candor is necessary. The truth is that we can’t yet gauge the full economic...

Monday, December 16, 2019

"One extra monthly payment per year on your mortgage will shorten the length of your loan by years!" This weeks money tip shows the strength of compounding multiples, but instead of interest, we are looking at compounding amortization....

Monday, October 21, 2019

SLOW PROGRESS IS STILL PROGRESS! How often do we feel like giving up on something when we don't see an immediate impact from good decisions? In a society and culture where instant gratification is accepted and taught as the norm, it is...

Thursday, September 12, 2019

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 in the wind. Recently the markets just experienced an important recession indicator, an...

Monday, September 9, 2019

Are you self-employed or a small business owner looking to save more than $7,000 / year allowed within Traditional IRA’s to fund the retirement of your dreams? Below is a brief summary of alternative options that can help fund...

Sunday, September 1, 2019

When's the last time you talked to your Financial Advisor? At Tremblay Financial, we know how quickly life circumstances can change. We want you to know that we have your back, and are here to help you understand how life changes can...

Friday, July 28, 2017

What it means to Pay Yourself FIRST. The biggest concerns with your financial future have less to do with the market and more to do with these two things: Spend less than you make, and Pay yourself FIRST.