Personal Finance Blog

Debit or Credit? It’s a question we get almost every day, whether it be in person at the checkout or online and it’s a

Building on her most recent blog, Megan Logee spoke with WJAR's Frank Coletta about some actions we can take to financially prepare our children

In 2014, Rhode Island adopted the CEE’s National Standards for Financial Literacy as Rhode Island’s first ever statewide standards. While Rhode Island has taken steps

Building on his most recent blog, Derek Amey spoke with WJAR's Frank Coletta about this year’s unprecedented election and how markets could react to

While the nation is adjusting to this year’s unprecedented election, it is important to take the longer view. Every four years a substantial part

Building on her most recent blog, Chrissy Canapari, ChFC® spoke with WJAR's Frank Coletta about her top five areas that should be addressed before

It’s hard to believe that another year has almost gone by, but here we are in the final months of 2016.  Although we are

When I am discussing money with clients, the elephant in the room is “inheritance.” For the generation above, this means how much they want

Building on her most recent blog, Betsey A. Purinton, CFP® spoke with WJAR's Frank Coletta about favorite investments falling out of favor.

Building on his August 10th blog, Derek Amey spoke with WJAR's Frank Coletta about money management questions that can affect your career path.