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Communication, compromise key to finding common financial ground

Common wisdom says that opposites attract – but good chemistry only goes so far for couples with stark differences in how they approach money and their financial lives. Unless they can find … more

4/9/21

The best part of my retirement was a surprise

So? Where is she now after so much kvetching about retiring? I’ve got a job! And a very big, enthusiastic yippee to that! How many people are a-wishin’ and … more

BARBARA KENERSON | 3/5/21

Passive vs. Active Investing – What should you do?

In his will, renowned businessman and investor Warren Buffett reportedly left instructions for his heirs to invest in index funds, based on a belief that those funds would outperform actively … more

3/5/21

Resolve to make 2021 your best financial year

Even if you’ve already made your new year’s resolutions, you should consider adding these important financial items to your list: Stick with a long-term … more

2/5/21

Tips for easing tough financial discussions with aging parents

For many families, it is the elephant in the room: the necessary but potentially awkward discussions between aging parents and adult children about issues like where the parents envision living as … more

1/7/21

Transitioning your money – and mindset – to retirement

The transition to retirement after years in the workplace, as welcome as it may be, can also be jolting and even downright daunting because of all the changes it brings to a person’s day-to-day … more

12/3/20

A financial planner or a Certified Financial Planner?

“Martha” and “Matt” have goals. They want to find the time and money to travel with their kids. They want to help pay for their kids to attend college. They want to better … more

11/6/20

How to talk with family about money

In a survey of 1,200 Americans, the Capital Group, an investment manager, found that people are more comfortable talking about marital problems, mental illness, drug addiction, race, sex, politics … more

10/2/20

Barry Schiff new president of GPHFL

Barry Jay Schiff has been elected president of The Greater Providence Hebrew Free Loan Association (GPHFL). Schiff was integral in revitalizing Providence Hebrew Free Loan and strengthening the … more

10/2/20

5 facts about donor advised funds

Donor advised funds have quickly become one of the most popular charitable giving vehicles in the U.S., according to The Chronicle of Philanthropy. In the first nine months of 2020 alone, … more

SARA MASRI | 10/2/20