Every year I write a blog about 1099s and why investors should expect their 1099s to arrive in late February. I thought now would be a good time to republish this blog, because most of the information is still accurate. As I’ve been saying for many years, unless there is a major change in tax […]
There’s an old axiom that when looking to buy a house, the only three things that matter are “Location, Location, Location.” Well as 2016 has started, the market has really begun to worry about “Oil, Oil, Oil.” Yes there are other issues, many of which you are all quite familiar with, but at this point […]
There comes a time in all of our lives, when we realize we have to grow up. My wife and I are starting to plan for a family, and the days seem to be numbered for my beloved 2003 Jeep Wrangler with over 150,000 miles on it. It still runs great and gets me where […]
TV Interview: Derek Amey with Frank Coletta from WJAR/NBC 10: Big Announcements to Social Security and Medicare-What They May Mean for YouOctober 23, 2015 3:52 pm
Building on his October 16th blog, Derek Amey spoke with WJAR’s Frank Coletta about how changes to social security and medicare could affect you or your loved ones.
If you’re retired, and have started to collect Social Security you may want to skip this week’s news and go out and enjoy the fall weather that has arrived in New England. In the news are two announcements that can and will affect retirees- specifically those who collect Social Security and/or Medicare. Changes to Social […]
Last week, one of the most popular articles seen on a variety of investing and financial websites was built around a pithy quote from Jack Bogle, the founder of Vanguard, and his “Surprising Retirement Advice.” The crux of the article (http://time.com/money/3983178/vanguard-founder-jack-bogle-retirement-advice/) is that as investors are saving for retirement, he believes you should resist the […]
Whenever I start a meeting with a client, one of the first topics I bring up is “How is your cash flow month to month?” If a client is finding it difficult to juggle all of their financial commitments, I’ll sit with them and prepare a…
This past February, I authored an article for the Rhode Island Small Business Journal entitled: Buy or lease? A Business Owner’s Dilemma.
One of my friends is a successful small business woman. She’s struggling with a big decision an…
A client recently contacted me asking for my thoughts on an article which referenced that a few money managers had been sitting on “elevated” cash positions. These managers were hopeful that a correction in stock prices would be developing …
Building on his March 2nd blog, Derek Amey spoke with WJAR’s Frank Coletta about 401k plans that have an annual match program.