Are Your Children Financially Prepared for What Comes After High School?

November 21, 2016 9:06 am

In 2014, Rhode Island adopted the CEE’s National Standards for Financial Literacy as Rhode Island’s first ever statewide standards. While Rhode Island has taken steps towards improving financial literacy in our schools, there is still a large disconnect between where we are and where we need to be in ensuring our children are adequately prepared for […]

Career Change and Money Management: 3 Post-Recession Realities

August 10, 2016 9:28 am

I recently attended a going-away party for a family who is relocating to Florida—new job, new home, new state. Amidst all the excitement and well wishes, it started to dawn on me: a lot of people are switching jobs lately, including many of my clients, family, and friends. Nearly 10 years after the Great Recession, […]

Lease or Buy: Which is best for you?

May 12, 2016 9:46 am

It is that time of the year when the weather is nice and people think about buying a new car.  I’ve had a few friends lately tell me they were going car shopping and given what I do for a living, they had some questions for me.  In fact, I get the same questions from […]

Don’t Skimp on Car Insurance

April 4, 2016 10:57 am

There’s nothing I love more than saving money, but cutting corners on car insurance is not an option.  Whether it’s home, life, health or car insurance, proper coverage is essential.  If you are at fault in a car accident, you want to be sure you have the necessary insurance to cover yourself and your family […]

Baby on the Way? Some Financial Must-Do’s Before Your New Arrival

October 8, 2015 2:43 pm

I’m now only about a month away from the arrival of our first-born and while I feel as though my pregnancy as a whole has flown by, this last week or so seems to be moving at a glacial pace.  Now I’m sure part of that is due to the fact that I’m actually moving […]

The Quest for the Best Investment Advice

September 28, 2015 5:34 pm

There are so many financial “experts” out there these days making recommendations that it can be difficult to sift through all of them to find the advice that is right for you.  It seems that people are always looking for the quick fix and easy answer to finances and investments, but unfortunately there isn’t just […]