Are you one of the 75% of taxpaying Americans who will get a refund this year? That number seemed surprisingly high to me since I’ve always been taught that overpaying or having too much withheld for taxes was basically lending Uncle Sam mo…
New year, new budget! The holidays are over, 2018 has arrived, and we’ve begun a new year to meet your financial goals. Don’t let unexpected expenses derail your plans for the new year. The start of a new year is the perfect time to clear off your kitchen table and take an in-depth view at […]
In a recent study conducted by PwC around employee financial wellness, 30% of employees surveyed reported that issues with their personal finances have led them to being distracted at work. Of the distracted workers, 46% say that they spend at least three hours or more each week thinking about or dealing with issues related to […]
Building on her February 21st blog, Chrissy Canapari spoke with WJAR’s Frank Coletta about some of the key issues that should be addressed with blended families.
blend·ed fam·i·ly noun NORTH AMERICA a family consisting of a couple and their children from this and all previous relationships. The joining of two families can be an exciting time but also a time when you will be faced with many financial decisions. There are many aspects of life to plan for, from living […]
For most Americans, 401k plans, qualified plans or defined contribution plans are the most popular savings vehicles for retirement. With most private companies doing away with pension plans and the uncertainty of Social Security, individuals need…
Building on her most recent blog, Chrissy Canapari, ChFC® spoke with WJAR’s Frank Coletta about her top five areas that should be addressed before you ring in the new year.
Building on her July 5th blog, Megan Logee spoke with WJAR’s Frank Coletta about an option many have if you own your company’s stock in your 401k plan. Watch the video here
I’m creeping close to the big 5-0. Many say it’s one of the milestone moments and if you’re lucky it is sometimes accompanied by a grander than usual birthday celebration. Yes, you also get the often joked about AARP card. Sounds exciting right? Well, I found something even better to mark my 50th birthday. Are […]
One of my clients is retiring this year and we were discussing what to do with his 401(k) at our bi-annual meeting. While typically most people either opt to leave their 401(k) as-is in their company plan or roll it over to an IRA, a third option is available if you own your company’s stock […]
