There’s nothing I love more than saving money, but cutting corners on car insurance is not an option. Whether it’s home, life, health or car insurance, proper coverage is essential. If you are at fault in a car accident, you want to be sure you have the necessary insurance to cover yourself and your family […]
I’m now only about a month away from the arrival of our first-born and while I feel as though my pregnancy as a whole has flown by, this last week or so seems to be moving at a glacial pace. Now I’m sure part of that is due to the fact that I’m actually moving […]
There are so many financial “experts” out there these days making recommendations that it can be difficult to sift through all of them to find the advice that is right for you. It seems that people are always looking for the quick fix and easy answer to finances and investments, but unfortunately there isn’t just […]
Building on her July 29th blog, Megan Logee spoke with WJAR’s Frank Coletta about how to prepare financially for when the time comes to take care of an aging parent.
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 […]
Whenever I start a meeting with a client, one of the first topics I bring up is “How is your cash flow month to month?” If a client is finding it difficult to juggle all of their financial commitments, I’ll sit with them and prepare a…
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.
I’m recently married and it’s made me take stock of my current insurance coverage. Part of that process involves reviewing the beneficiaries on my existing insurance policies. Thinking about what would happen to my h…
