Big Announcements to Social Security and Medicare-What They May Mean for You

October 16, 2015 2:08 pm

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 […]

Misguided Financial Advice

August 12, 2015 2:01 pm

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 […]

Cash Flow Tips for Small Business Owners

June 29, 2015 12:00 am

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…

Buy or lease? A Business Owner’s Dilemma

May 15, 2015 12:00 am

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…

Worried About a Market Sell-Off?

May 4, 2015 12:00 am

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 …

Annual 401k Match: Whoever Heard of Such a Thing?

March 2, 2015 12:00 am

A few weeks ago a friend and I were talking about retirement and our 401k plans. His company had recently changed their retirement plan and he’s been reviewing the paperwork for his new 401k.

As he read through his new employee handbook, it seem…

Where’s my 1099? {The 2015 edition}

February 18, 2015 12:00 am

Last year I wrote a blog about 1099’s and why investors should expect their 1099’s 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.

I said it last ye…