Paul Palazzo

Paul Palazzo

Paul Palazzo was working as an editor in Seattle when he hired a financial advisor. "I went in for a retirement plan and came out with a calling," he says. Two years and one sabbatical later, he passed the Certified Financial Planner exam and, in 2000, he joined Altfest Personal Wealth Management, where he now serves as managing director and head of the Financial Planning Committee. He and his wife Lorraine live in Manhattan. He enjoys cooking and Central Park and will go about anywhere for a Springsteen show.

Latest by Paul Palazzo

As a charitable trust grows, its annuity will grow. (Illustration: John Lewis)
Help charities—and yourself
A charitable trust lets you avoid taxes while supporting a cause and receiving payments from an annuity.
June 2015
You can think of the government as partners. If your investment does well, you'll make more and so will the government.
Money Matters: When delay can pay
The longer you can keep the taxman waiting, the better. Here are two good ways.
April 2015
Converting to a Roth can be beneficial even if your tax rate declines, but here the devil is in the details.
Money Matters: Should you convert your traditional IRA to a Roth?
The decision can be achingly complex. Here’s help.
March 2015
A good financial adviser can add significantly to your wealth. (Illustration: John T. Lewis)
Shopping for a Financial Planner
A bad one can cost you dearly. Here’s what you need to know.
January 2015
You can buy millions in coverage for hundreds in premiums, so why not load up? (Illustration: John T. Lewis)
The Good News About Umbrella Insurance
Policies are cheap, so it’s easy to be well covered. Here’s what you need to consider.
October 2014