Now that tax season is finally behind us, time has freed up to focus on other financial matters that may have been neglected over the past few months. For me, it has been to make a list of all of my financial and estate planning items in the case…
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 […]
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” […]
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 for adulthood.
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 towards improving financial literacy in our schools, there is still a large disconnect between where we are and where we need to be in ensuring our children are adequately prepared for […]
The decision to retire is not one that many women take lightly, nor should they. There are extensive considerations that need to be addressed before embarking on this new chapter of life. Women encounter many unique challenges when facing the decision to retire, such as longer life expectancies, expectations of continuing in the role of […]
TV Interview: Megan Logee with Frank Coletta from WJAR/NBC 10: Do you own company stock in your 401(k)?August 5, 2016 2:14 pm
Building on her July 5th blog, Megan Logee spoke with WJAR’s Frank Coletta about an option many have if you own your company’s stock in your 401k plan. Watch the video here
One of my clients is retiring this year and we were discussing what to do with his 401(k) at our bi-annual meeting. While typically most people either opt to leave their 401(k) as-is in their company plan or roll it over to an IRA, a third option is available if you own your company’s stock […]
This might seem like an easy question to answer but as our financial lives tend to be complex with many moving parts, remembering to update your beneficiaries when life events occur is sometimes not at the forefront of our minds. Reviewing them at least once a year, if you have a change in marital status, […]
TV Interview: Megan Logee with Frank Coletta from WJAR/NBC 10: Choosing the Appropriate Pension BenefitApril 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 Pension.