If you are saving for college for your children, a 529 college savings plan is one of the best vehicles to utilize. A 529 plan is a tax-deferred account that allows you to save money and invest it for future college expenses. As long as you use the funds for qualified college expenses, withdrawals from […]
TV Interview: Chrissy Canapari with Frank Coletta from WJAR/Channel 10: Tips for Charitable Giving in Times of CrisisSeptember 15, 2017 1:23 pm
Building on her September 11th blog, Chrissy Canapari spoke with WJAR’s Frank Coletta about things to consider when making your charitable donations.
In 2016, over $390 billion was donated to charitable causes in the US. Many people donate money and time to their favorite charities throughout the year. Some choose to set up scheduled giving such as a monthly donation, while others make their donations at the end of the year. When unexpected events, like Hurricanes Harvey […]
TV Interview: Derek Amey with Frank Coletta from WJAR/Channel 10: Parents of College Bound Kids: Finally Some Good News!August 24, 2017 1:27 pm
Building on his August 3rd blog, Derek Amey spoke with WJAR’s Frank Coletta about some positive news about college tuition costs and why this trend may just be getting started.
As the father of a newborn, saving for college is now a major financial goal for my household. After years of helping clients tackle the following questions, I’m doing it for my own family. There’s a lot to consider including: Projecting the potential cost of college education Determining how much to save Helping to decide […]
TV Interview: Chrissy Canapari with Frank Coletta from WJAR/Channel 10: Should I Pay Off my Mortgage Before I Retire?July 28, 2017 1:02 pm
Building on her July 11th blog, Chrissy Canapari spoke with WJAR’s Frank Coletta about some items to think about when making the decision to pay off your mortgage before you retire.
Ideally everyone would reach retirement and not have an outstanding mortgage balance, but that is not always the case. Some people choose to keep a mortgage for tax purposes, but often, due to any number of circumstances, retirement approaches and a mortgage balances still exist for many retirees. The outstanding mortgage loan may be on […]
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 […]
The passing of a loved one is one of the most challenging and emotional times that we endure. Not only are you trying to cope with the overwhelming grief that follows, but there are also time sensitive financial obligations that need to be addressed. If your loved one created an asset inventory or “what if” […]
TV Interview: Chrissy Canapari with Frank Coletta from WJAR/Channel 10: Financial Planning for Blended FamiliesMarch 3, 2017 12:50 pm
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.