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Now is a good time to start planning for your financial future

At 6 a.m., we hear our 8-month-old baby start to babble through the monitor. My wife heads to the baby’s room to offer her a bottle, and I quickly shower, put on my usual work attire (dress … more

7/3/20

How to protect your finances when the world is on the brink of recession

Suddenly a big “What if?” has become a big “What now?” Not only has the longest economic expansion in recent American history come to an abrupt end as a result of the COVID-19 … more

5/3/20

Experiences are mixed for local business owners

As many of us stay at home to ride out the COVID-19 virus, Jewish Rhode Island wondered how local businesses were weathering the stay-at-home orders. We asked a few local businesspeople for their insights; here’s what they told us: more

JEWISH RHODE ISLAND STAFF | 4/30/20

The coronavirus crisis and your retirement savings

With the coronavirus pandemic upending lives, the temptation to dip into retirement assets such as IRAs and 401(k)s early can be powerful, especially for those facing unemployment or unexpected … more

JASON E. SIPERSTEIN | 4/5/20

Be prepared for the next recession

Amid one of the longest economic expansions in recent American history, financial planners can’t help but be pragmatic. Sometime in the not-too-distant future – it could be months, it … more

2/6/20

How to plan for aging in place

In my work with seniors, as head of the Right at Home of Rhode Island agency, I’m often in the room during conversations about financial planning for seniors who want to age in place. more

NAOMI FINK COTRONE | 2/6/20

The 3 most important people in your financial life

Warren Buffett, one of the world’s wealthiest people and most influential voices in investing and finance, acknowledges that he wouldn’t have reached those heights without guidance … more

1/8/20

New strategies for dealing with 2018 income-tax changes

The Trump administration’s tax plan, implemented in 2018, not only brought terms such as “lumping,” “bunching,” “SALT” (State and Local Taxes) and … more

12/10/19

Some debt is good, some debt is bad

Debt is truly a double-edged sword – a blessing when used thoughtfully and selectively, but a curse when overused and relied on indiscriminately. With so much potentially at stake, anyone … more

10/31/19

Tips for picking the right financial adviser

You’ve probably read the headlines about Bernie Madoff-style Ponzi schemes; about people who call themselves financial advisers but are really product-peddling salespeople, neither qualified … more

10/2/19