Snowbirds: Try Renting Before You Buy

May 23, 2016 11:38 am

As a Financial Advisor in New England for more than 10 years, I’ve met with quite a few clients looking for advice on a second home to escape our most unpopular season: winter. Usually the conversation starts with my client telling me of the deals they can find on buying a vacation home in sunny […]

Where’s my 1099? {The 2016 edition}

February 8, 2016 3:17 pm

Every year I write a blog about 1099s and why investors should expect their 1099s to arrive in late February. I thought now would be a good time to republish this blog, because most of the information is still accurate. As I’ve been saying for many years, unless there is a major change in tax […]

Big Announcements to Social Security and Medicare-What They May Mean for You

October 16, 2015 2:08 pm

If you’re retired, and have started to collect Social Security you may want to skip this week’s news and go out and enjoy the fall weather that has arrived in New England. In the news are two announcements that can and will affect retirees- specifically those who collect Social Security and/or Medicare. Changes to Social […]

Cash Flow Tips for Small Business Owners

June 29, 2015 12:00 am

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…

Buy or lease? A Business Owner’s Dilemma

May 15, 2015 12:00 am

This past February, I authored an article for the Rhode Island Small Business Journal entitled: Buy or lease? A Business Owner’s Dilemma.
One of my friends is a successful small business woman. She’s struggling with a big decision an…

Do-it-Yourself Retirement Planning: When to Enlist a Professional

September 19, 2014 12:00 am

My wife and I bought our first home last year. As serial renters for the last 15+ years, we vastly underestimated the amount of time and energy that go into home ownership. As many of you probably experienced when you purchased your first home, my wife…

To Roth or not to Roth…That is the Question

June 9, 2014 12:00 am

You’re in your office and your human resources manager approaches you with a form that you need to fill out for the upcoming year with respect to the amount of your salary you want deducted from your paycheck for your 401(k) contributions. The fo…

New IRS Interpretation of IRA Rollover Rules

March 27, 2014 12:00 am

The IRS has just announced that it intends to follow a recent Tax Court opinion (Bobrow v. Commissioner, T.C. Memo) regarding IRA rollovers. The changes, which won’t become effective until after January 1, 2015, could have significant tax ramific…

Where’s my 1099? {The 2014 edition}

February 19, 2014 12:00 am

Last year I wrote a blog about 1099’s and why investors should expect their 1099’s to arrive in late February. I thought now would be a good time to republish this blog, because most of the information is still accurate.

I said it last ye…