Get the Checklist: Organizing Your Finances for the New Year

December 19, 2019 9:56 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 […]

Struggling to Save for Retirement While Paying Off Your Student Loans? How One Company’s Novel Approach May Set the Standard for the Future.

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 […]

Parents of College Bound Kids: Finally Some Good News!

August 3, 2017 3:59 pm

As the father of a newborn, saving for college is now a major financial goal for my household. After years of helping clients tackle the following questions, I’m doing it for my own family. There’s a lot to consider including: Projecting the potential cost of college education Determining how much to save Helping to decide […]

Betsey Purinton on TV: 5/3/2013

May 3, 2013 12:00 am

Building on financial planning themes outlined in Chrissy Canapari’s March 28th blog on new parenting, Betsey Purinton, CFP® spoke to WJAR’s Frank Coletta today about the importance choosing a guardian, purchasing affordable life insura…

Rethinking College Planning – the Affordability Factor

March 11, 2013 12:00 am

Our youngest child graduates from college this June. When we make the last payment this spring, my husband and I will have put three children through one public and two private colleges. I won’t even mention how much the costs totaled – mor…