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, […]
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 […]
Building on her April 4th blog, Chrissy Canapari spoke with WJAR’s Frank Coletta about coverage options and needs.
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 […]
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 […]
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 […]
TV Interview: Megan Logee with Frank Coletta from WJAR/NBC 10: Financially Preparing To Take Care of an Aging ParentSeptember 11, 2015 12:00 am
Building on her July 29th blog, Megan Logee spoke with WJAR’s Frank Coletta about how to prepare financially for when the time comes to take care of an aging parent.
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 […]
Whenever I start a meeting with a client, one of the first topics I bring up is “How is your cash flow month to month?” If a client is finding it difficult to juggle all of their financial commitments, I’ll sit with them and prepare a…
Now that tax season is finally behind us, time has freed up to focus on other financial matters that may have been neglected over the past few months. For me, it has been to make a list of all of my financial and estate planning items in the case…