Last week, one of the most popular articles seen on a variety of investing and financial websites was built around a pithy quote from Jack Bogle, the founder of Vanguard, and his “Surprising Retirement Advice.” The crux of the article (http://time.com/money/3983178/vanguard-founder-jack-bogle-retirement-advice/) is that as investors are saving for retirement, he believes you should resist the […]
Last year my closest friends and family happily welcomed three healthy baby boys. With that came a slew of financial questions that needed answering, the most common of which was pertaining to college savings accounts.
With the rising costs of c…
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…
Building on his March 2nd blog, Derek Amey spoke with WJAR’s Frank Coletta about 401k plans that have an annual match program.
A few weeks ago a friend and I were talking about retirement and our 401k plans. His company had recently changed their retirement plan and he’s been reviewing the paperwork for his new 401k.
As he read through his new employee handbook, it seem…
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…
What would you say if I told you that many Americans are under paid?
You’d probably shake your head yes, and then daydream about how you can get your boss to give you a raise.
Now what would you say if I told you that many Americans are not rece…
Since the end of 2009, the most common question I get is any variation of the following: “I think the market is too high. Should I wait until it comes down before adding money to my retirement plan?” Actually, this is the most common questi…
Building on her June 23rd blog, Chrissy Canapari had the opportunity to speak with WJAR’s Frank Coletta about 3 things you need to know about target funds.
Target date funds are a relatively new investment option. They are basically a mutual fund which links to a specified retirement date of your choice, and their allocation is comprised of varying percentages of equities, fixed income and cash, dep…
