If you are saving for college for your children, a 529 college savings plan is one of the best vehicles to utilize. A 529 plan is a tax-deferred account that allows you to save money and invest it for future college expenses. As long as you use the funds for qualified college expenses, withdrawals from […]
TV Interview: Derek Amey with Frank Coletta from WJAR/Channel 10: Financial News or Financial Entertainment? There is a big difference.November 2, 2017 11:49 am
Building on his October 5th blog, Derek Amey spoke with WJAR’s Frank Coletta on Facebook Live to discuss the latest financial headlines and why they may not be as scary as you think. Fast Forward to the 10 minute mark to see Derek’s segment!
Last week famed investor Jim Rogers received a ton of press around his latest call that “The Worst Financial Crash You Have Ever Seen Is Coming”!!! I’m loathe to give him any more attention, but I do believe in full transparency so here’s the link if you’re so inclined: https://www.thestreet.com/story/14322684/1/stock-market-crash.html News? More like entertainment. Over […]
TV Interview: Betsey Purinton with Frank Coletta from WJAR/Channel 10: Equifax: Are Monitoring, Alerts and Freezes Enough?September 29, 2017 1:16 pm
Building on her September 18th blog, Betsey Purinton spoke with WJAR’s Frank Coletta about the Equifax breach and what you can do to protect yourself.
Like most people, my credit cards have periodically been stolen, and subsequently replaced by my credit card companies. A vendor for my health insurance company was also hacked, entitling me to free Identity Theft Monitoring. I have felt lucky that any assault to my personal credit has been limited. But the Equifax breach is different. […]
TV Interview: Chrissy Canapari with Frank Coletta from WJAR/Channel 10: Tips for Charitable Giving in Times of CrisisSeptember 15, 2017 1:23 pm
Building on her September 11th blog, Chrissy Canapari spoke with WJAR’s Frank Coletta about things to consider when making your charitable donations.
TV Interview: Derek Amey with Frank Coletta from WJAR/Channel 10: Parents of College Bound Kids: Finally Some Good News!August 24, 2017 1:27 pm
Building on his August 3rd blog, Derek Amey spoke with WJAR’s Frank Coletta about some positive news about college tuition costs and why this trend may just be getting started.
TV Interview: Betsey Purinton with Frank Coletta from WJAR/Channel 10: Stock Play Accounts are Meant to be FunAugust 11, 2017 1:13 pm
Building on her July 5th blog, Betsey Purinton spoke with WJAR’s Frank Coletta about advice for those thinking of opening stock “play” accounts.
There is still a bit of the 1990’s stock enthusiast in many investors. I see it in our clients who have unmanaged accounts (accounts we don’t advise on), that I sometimes call “play accounts.” These are often small trading accounts that originated when someone heard a stock tip compelling or when they wanted to own […]
In a recent study conducted by PwC around employee financial wellness, 30% of employees surveyed reported that issues with their personal finances have led them to being distracted at work. Of the distracted workers, 46% say that they spend at least three hours or more each week thinking about or dealing with issues related to […]