To Roth or not to Roth…That is the Question

June 9, 2014 12:00 am

You’re in your office and your human resources manager approaches you with a form that you need to fill out for the upcoming year with respect to the amount of your salary you want deducted from your paycheck for your 401(k) contributions. The fo…

3 Reasons Why You Shouldn’t Borrow From Your 401(k)

May 12, 2014 12:00 am

I’ve been asked recently by someone if he should borrow from his 401(k) to fund the down payment of a new home.  He had been given a myriad of different answers from people at work and finally came to me to hear the inevitable advice he was …

4 Ways to Spend Your Income Tax Refund

March 7, 2014 12:00 am

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…

TV Interview: How much should I have in my 401k at age X?

February 3, 2014 12:00 am

Building on our January 13th blog, Chrissy Canapari had the opportunity to speak with WJAR’s Frank Coletta about how much you should have in your 401k.

Chrissy Canapari with Frank Coletta from WJAR/NBC 10: “How much should I have in my 401k at…

How much should I have in my 401k at age X?

January 13, 2014 12:00 am

As the calendar turns to 2014, many folks use the month of January to review their retirement balances and see how their accounts have grown. Whether it’s the cold weather that makes people pay more attention or a derivative of a new year’s…

TV Interview: 5 Tips to Make Your 401k Grow

November 1, 2013 12:00 am

Building on her October 21st blog, Chrissy Canapari had the opportunity to speak with WJAR’s Frank Coletta about her five tips to help make your 401k grow.

Chrissy Canapari with Frank Coletta from WJAR/NBC 10: “5 Tips to Make Your 401k Grow” fr…

The Road Race to Retirement

September 5, 2013 12:00 am

Later this month, my cousin, Katie, and I will be running a half marathon relay here in Providence.  A half marathon is a little over thirteen miles.  Katie will run the first five miles, and I will finish the race by running the second eight…