Helping You Plan
Your Financial Future
At Pultro Financial Management we believe that your financial and retirement goals are unique to you. Therefore, designing a financial and retirement income strategy should be personalized to each individual's goals and personality. We listen to you and we take the time to get to know you personally, your priorities in life, your concerns and fears and your goals and objectives. We are very passionate about striving to help you reduce the stress and worries that so many individual's experience when dealing with the day to day management of their financial affairs.Read More
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Lifestyle considerations in creating your retirement portfolio.
Important items to consider when purchasing condo insurance.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Understanding how a stock works is key to understanding your investments.
It's important to understand how inflation is reported and how it can affect investments.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
This questionnaire will help determine your tolerance for investment risk.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help you estimate how much you may need to save for retirement.
Determine your potential long-term care needs and how long your current assets might last.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
What is your plan for health care during retirement?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
There are three things to consider before dipping into retirement savings to pay for college.
Here is a quick history of the Federal Reserve and an overview of what it does.
If you died, what would happen to your email archives, social profiles and online accounts?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.