Our Blog provides viewpoints on a variety of issues and is designed to engage you in various discussions and encourage feedback.

Debit or Credit? Which to Use and When?

Debit or Credit? Which to Use and When?

December 15, 2016 1:41 pm

Debit or Credit? It’s a question we get almost every day, whether it be in person at the checkout or online and it’s a

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TV Interview: Megan Logee with Frank Coletta from WJAR/Channel 10: Are Your Children Financially Prepared for What Comes After High School?

TV Interview: Megan Logee with Frank Coletta from WJAR/Channel 10: Are Your Children Financially Prepared for What Comes After High School?

December 2, 2016 12:48 pm

Building on her most recent blog, Megan Logee spoke with WJAR's Frank Coletta about some actions we can take to financially prepare our children

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

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

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TV Interview: Derek Amey with Frank Coletta from WJAR/Channel 10: Post Election: Now What?

TV Interview: Derek Amey with Frank Coletta from WJAR/Channel 10: Post Election: Now What?

November 17, 2016 1:43 pm

Building on his most recent blog, Derek Amey spoke with WJAR's Frank Coletta about this year’s unprecedented election and how markets could react to

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Post Election: Now What?

Post Election: Now What?

November 9, 2016 1:17 pm

While the nation is adjusting to this year’s unprecedented election, it is important to take the longer view. Every four years a substantial part

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TV Interview: Chrissy Canapari with Frank Coletta from WJAR/Channel 10: Financial Items to Check Off Your List Before the End of the Year

TV Interview: Chrissy Canapari with Frank Coletta from WJAR/Channel 10: Financial Items to Check Off Your List Before the End of the Year

November 4, 2016 1:01 pm

Building on her most recent blog, Chrissy Canapari, ChFC® spoke with WJAR's Frank Coletta about her top five areas that should be addressed before

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

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

October 26, 2016 10:08 am

It’s hard to believe that another year has almost gone by, but here we are in the final months of 2016.  Although we are

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Estate Planning Basics: The High Cost of Failure to Communicate

Estate Planning Basics: The High Cost of Failure to Communicate

October 13, 2016 10:11 am

When I am discussing money with clients, the elephant in the room is “inheritance.” For the generation above, this means how much they want

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TV Interview: Betsey Purinton with Frank Coletta from WJAR/Channel 10: When Your Investment Turns Bubbly

TV Interview: Betsey Purinton with Frank Coletta from WJAR/Channel 10: When Your Investment Turns Bubbly

October 5, 2016 1:38 pm

Building on her most recent blog, Betsey A. Purinton, CFP® spoke with WJAR's Frank Coletta about favorite investments falling out of favor.

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Self-Employed Retirement Savings Opportunities

Self-Employed Retirement Savings Opportunities

September 28, 2016 9:41 am

If you are self-employed, you have the potential to save a lot more in retirement plans compared to traditional salaried employees. On the other

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