Personal Finance Blog

If one looks at the returns for the S&P 500 from 1980 through 2015, the “down years” (returns of negative 7% or greater at

When you selected your beneficiaries on your investment accounts, do you know if you chose “per capita” or “per stirpes”? This is quite important

Every year I write a blog about 1099s and why investors should expect their 1099s to arrive in late February. I thought now would

January was an exceptionally rocky month for stocks. But our clients have been remarkably quiet, calling us infrequently about the markets. Have we done

There’s an old axiom that when looking to buy a house, the only three things that matter are “Location, Location, Location.” Well as 2016

I was watching television the other night and more than a few commercials were touting reverse mortgages.  In fact, I have noticed over the

Building on her January 4th blog, Betsey A. Purinton, CFP® spoke with WJAR’s Frank Coletta about what investors can expect in the coming year.

Going into 2016 the Wall of Worry is high. Then again, stocks traditionally climb that wall of worry. Even in 2015, when there seemed

Markets, like most investors, need to have their financial concerns answered in simple, understandable language. Once again, last week, we saw the power of

There comes a time in all of our lives, when we realize we have to grow up. My wife and I are starting to