Our Blog provides viewpoints on a variety of issues and is designed to engage you in various discussions and encourage feedback.

Financial Items to Check Off Your List Before the End of 2018

Financial Items to Check Off Your List Before the End of 2018

November 26, 2018 11:18 am

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

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Market Turbulence

Market Turbulence

October 29, 2018 12:54 pm

One factor of the October rout in the stock market has been rising interest rates.  The market has concerns that the Federal Reserve could

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Charitable Giving: Exploring Donor Advised Funds

Charitable Giving: Exploring Donor Advised Funds

October 25, 2018 11:56 am

Following the passage of the Tax Cuts and Jobs Act (“TCJA”) last year, and the increase in the standard deduction that came with it,

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Are you Reviewing Your Beneficiaries Frequently Enough?

Are you Reviewing Your Beneficiaries Frequently Enough?

September 27, 2018 11:14 am

This might seem like an easy question to answer but as our financial lives tend to be complex with many moving parts, remembering to

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Struggling to Save for Retirement While Paying Off Your Student Loans? How One Company’s Novel Approach May Set the Standard for the Future.

Struggling to Save for Retirement While Paying Off Your Student Loans? How One Company’s Novel Approach May Set the Standard for the Future.

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

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Tips for Charitable Giving in Times of Crisis

Tips for Charitable Giving in Times of Crisis

September 17, 2018 12:00 am

In 2016, over $390 billion was donated to charitable causes in the US.  Many people donate money and time to their favorite charities throughout

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TV Interview: Chrissy Canapari with Frank Coletta from WJAR/Channel 10: Should I Bank Online?

TV Interview: Chrissy Canapari with Frank Coletta from WJAR/Channel 10: Should I Bank Online?

September 7, 2018 10:19 am

Building on her August 17th blog, Chrissy Canapari spoke with WJAR’s Frank Coletta on Facebook Live to discuss items to consider when using online

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TV Interview: Derek Amey with Frank Coletta from WJAR/Channel 10: Spending Those 529 Savings for the First Time?

TV Interview: Derek Amey with Frank Coletta from WJAR/Channel 10: Spending Those 529 Savings for the First Time?

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

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Should I Bank Online?

Should I Bank Online?

August 17, 2018 10:15 am

Emergency reserves are a vital part of every good financial plan.  Having extra savings that can be accessed to cover an unexpected expense enables

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Spending Those 529 Savings for the First Time? Tips for Parents of Freshmen Entering College

Spending Those 529 Savings for the First Time? Tips for Parents of Freshmen Entering College

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

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