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 […]
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.
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 […]
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.
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 […]
TV Interview: Sean Giles with Frank Coletta from WJAR/Channel 10: An Eight Year Car Loan? Don’t Do It!February 17, 2017 12:48 pm
Building on his February 10th blog, Sean Giles spoke with WJAR’s Frank Coletta about what you should consider when thinking about signing a long term car loan.
A while ago I came across a headline that read “Eight Year Car Loans”. What? Ok, I thought I’ve seen it all when it comes to getting someone to buy a car, but this one seemed almost impossible. Is it part of a fake news site, or a scam? I did some digging: sure enough, […]