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 […]
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 31, 2018
10:35 am
Building on his August 13th blog, Derek Amey spoke with WJAR’s Frank Coletta on Facebook Live to discuss tips on how to handle those first 529 plan distributions! Fast forward to the 7 minute mark to see his segment.
August 13, 2018
9:38 am
Much to the dismay of students across the US, for many of them the start of the school year is less than 30 days away. We spend a lot of time as advisors helping our clients determine the best way to save college (click here if you want to schedule an appointment with one of […]
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 […]
