We are approaching the end of another year. The next month will be filled with celebrations, shopping and other holiday festivities, but it’s also time to take a last look at your finances before the end of the year to make sure you are taking advantage of money saving opportunities before they are lost. Because […]
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, […]
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 […]
In 2016, over $390 billion was donated to charitable causes in the US. Many people donate money and time to their favorite charities throughout the year. Some choose to set up scheduled giving such as a monthly donation, while others make their donations at the end of the year. When unexpected events, like Hurricanes Harvey […]
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.
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 […]
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…
I think most will agree that the top consideration in buying a home is location, and that is true for a number of reasons. Everyone wants to live in a desirable area suitable to their way of living. For some the location may be conveniently…
If you’re nearing retirement, or settling in to your new retirement routine, chances are you’ve considered downsizing. Whether you’re looking to take advantage of mortgage savings, a warmer climate, or adding a second home, downsizing can be an integral part of your desired lifestyle in retirement. Downsizing is defined as the liquidation – or selling […]
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…
