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 […]
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 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 […]
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 […]
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 […]
Last year my closest friends and family happily welcomed three healthy baby boys. With that came a slew of financial questions that needed answering, the most common of which was pertaining to college savings accounts.
With the rising costs of c…
