September 20, 2018
10:53 am
Over the summer there was an interesting IRS ruling that was spurred by a single company trying to provide a unique perk to their employees. Record low unemployment has resulted in a challenge for companies to find and keep qualified candidates, especially recent graduates. In an effort to attract and retain these folks, one company […]
August 9, 2018
12:00 am
As the calendar turns to 2014, many folks use the month of January to review their retirement balances and see how their accounts have grown. Whether it’s the cold weather that makes people pay more attention or a derivative of a new year’s…
April 5, 2018
12:00 am
Are you one of the 75% of taxpaying Americans who will get a refund this year? That number seemed surprisingly high to me since I’ve always been taught that overpaying or having too much withheld for taxes was basically lending Uncle Sam mo…
January 10, 2018
9:59 am
New year, new budget! The holidays are over, the new year has arrived, and we’ve begun a new year to meet your financial goals. Don’t let unexpected expenses derail your plans for the new year. The start of a new year is the perfect time to clear off your kitchen table and take an in-depth […]
May 25, 2017
10:11 am
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 […]
January 1, 2017
12:00 am
For most Americans, 401k plans, qualified plans or defined contribution plans are the most popular savings vehicles for retirement. With most private companies doing away with pension plans and the uncertainty of Social Security, individuals need…
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
July 29, 2016
10:44 am
I’m creeping close to the big 5-0. Many say it’s one of the milestone moments and if you’re lucky it is sometimes accompanied by a grander than usual birthday celebration. Yes, you also get the often joked about AARP card. Sounds exciting right? Well, I found something even better to mark my 50th birthday. Are […]
July 5, 2016
9:52 am
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 […]
November 30, 2015
4:31 pm
There comes a time in all of our lives, when we realize we have to grow up. My wife and I are starting to plan for a family, and the days seem to be numbered for my beloved 2003 Jeep Wrangler with over 150,000 miles on it. It still runs great and gets me where […]
