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

TV Interview: Megan Logee with Frank Coletta from WJAR/NBC 10: Choosing the Appropriate Pension Benefit

TV Interview: Megan Logee with Frank Coletta from WJAR/NBC 10: Choosing the Appropriate Pension Benefit

April 11, 2016 12:04 pm

Building on her March 15th blog, Megan Logee spoke with WJAR’s Frank Coletta about items to consider before making the final decision on choosing a payout option for your

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Don’t Skimp on Car Insurance

Don’t Skimp on Car Insurance

April 4, 2016 10:57 am

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

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Putting Your Cash to Work

Putting Your Cash to Work

March 28, 2016 10:30 am

It is not unusual for a client to call me and want to put some cash to work. “Is this a good time?” the

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Choosing the Appropriate Pension Benefit

Choosing the Appropriate Pension Benefit

March 15, 2016 9:40 am

Pensions come in all shapes and sizes, and understanding how they fit into your long-term financial plan is essential when planning for retirement.  Some

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Outlook for a Recession

Outlook for a Recession

February 29, 2016 5:59 pm

If one looks at the returns for the S&P 500 from 1980 through 2015, the “down years” (returns of negative 7% or greater at

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Per Capita or Per Stirpes with your IRA?

Per Capita or Per Stirpes with your IRA?

February 16, 2016 3:59 pm

When you selected your beneficiaries on your investment accounts, do you know if you chose “per capita” or “per stirpes”? This is quite important

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Where’s my 1099? {The 2016 edition}

Where’s my 1099? {The 2016 edition}

February 8, 2016 3:17 pm

Every year I write a blog about 1099s and why investors should expect their 1099s to arrive in late February. I thought now would

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The Return of Qualified Charitable Distributions

The Return of Qualified Charitable Distributions

February 4, 2016 2:19 pm

I love a good comeback, so I was especially pleased to learn that Congress brought back qualified charitable distributions in 2015.  A qualified charitable

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Talking you off the Ledge

Talking you off the Ledge

February 1, 2016 3:56 pm

January was an exceptionally rocky month for stocks. But our clients have been remarkably quiet, calling us infrequently about the markets. Have we done

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A Volatile Start to 2016: What’s Driving the Markets These Days

A Volatile Start to 2016: What’s Driving the Markets These Days

January 21, 2016 8:06 pm

There’s an old axiom that when looking to buy a house, the only three things that matter are “Location, Location, Location.” Well as 2016

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