Buy or lease? A Business Owner’s Dilemma

May 15, 2015 12:00 am

This past February, I authored an article for the Rhode Island Small Business Journal entitled: Buy or lease? A Business Owner’s Dilemma.
 
One of my friends is a successful small business woman. She’s struggling with a big decision an…

Should I save in my Roth IRA or 401k?

April 13, 2015 12:00 am

The decision to invest in a 401k or a Roth IRA can be challenging.  After all, both options have significant tax benefits. However, when you get to experience the benefits usually occurs at different times in the investor’s life.  The 4…

Where’s my 1099? {The 2015 edition}

February 18, 2015 12:00 am

Last year I wrote a blog about 1099’s and why investors should expect their 1099’s to arrive in late February. I thought now would be a good time to republish this blog, because most of the information is still accurate.

I said it last ye…

Financial Factors to Consider when Buying a Home

February 17, 2015 12:00 am

I think most will agree that the top consideration in buying a home is location, and that is true for a number of reasons.  Everyone wants to live in a desirable area suitable to their way of living.  For some the location may be conveniently…

Financial Items to Check Off Your List Before the End of the Year

December 15, 2014 12:00 am

It’s hard to believe that another year has gone by, but here we are in the final weeks of 2014.  Although this time of year is undoubtedly filled with celebrations, shopping and holiday festivities, it’s also time to take a last look a…

Do-it-Yourself Retirement Planning: When to Enlist a Professional

September 19, 2014 12:00 am

My wife and I bought our first home last year. As serial renters for the last 15+ years, we vastly underestimated the amount of time and energy that go into home ownership. As many of you probably experienced when you purchased your first home, my wife…

To Roth or not to Roth…That is the Question

June 9, 2014 12:00 am

You’re in your office and your human resources manager approaches you with a form that you need to fill out for the upcoming year with respect to the amount of your salary you want deducted from your paycheck for your 401(k) contributions. The fo…

5 Easy Things You Can Do Right Now to Clean Up Your Financial Home

April 4, 2014 12:00 am

We recently held our annual “ShredIt” event and invited our clients to bring in any old documents that needed shredding. It was our second annual event like this, and this year’s was just as well received. In all, 1.85 tons of paper w…