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 […]
When I am combing through our investment research I always look for defined market risks. I don’t want to miss anything. After all, risk matters a lot to our clients no matter what stage of life they are in. When I see risks that are familiar to me, I have two reactions. The first is […]
I’ve been asked in the past for my opinion on prepaying for funeral expenses. First of all, this is not a fun topic for any of us to discuss. It is much more enjoyable to talk with clients about how they plan on travelling across the country in an RV, or how they will plan […]
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” […]
Building on her March 7th blog, Betsey Purinton spoke with WJAR’s Frank Coletta about factors to consider when evaluating your bond holdings.
Retirement means different things to different people. For the individual whose job included heavy travel all over the world, they might be looking forward to long days in their home. Maybe your career required no travel, so you are eager to travel the world. Whatever your idea of a successful retirement may be, it seems […]
It is easy to ignore bonds. Bonds don’t generate the same flashy headlines as stocks, (“DOW 21,000!!!”). Bonds also don’t swoon or shoot up the way stocks do. When was the last time you heard investors talk in near panic terms about a bond market “crash?” or coo about “new highs?” In spite of their […]
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.
We’ve all heard the statistics: divorce is quite common in addition to being a difficult process and experience. There are numerous adjustments to be made during and after a divorce in many aspects of life. Your living arrangements an…
blend·ed fam·i·ly noun NORTH AMERICA a family consisting of a couple and their children from this and all previous relationships. The joining of two families can be an exciting time but also a time when you will be faced with many financial decisions. There are many aspects of life to plan for, from living […]
