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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 … more

10/2/19

Zachary and Shari Weinberger: Active and artful in Providence and Warren

When Zachary Weinberger and Shari Fishman met at Hunter College, in New York City, they had no idea of the extraordinary life together that awaited them. They quickly grew close, forming a bond … more

MICHAEL SCHEMAILLE | 10/2/19

How to survive a bear market

Whenever the stock market takes a negative turn, investors begin to wonder if the worst is yet to come. But panic-fueled selling in reaction to a down market can erase years of solid investment … more

Jason Siperstein | 9/19/19

Rhode Island State Treasurer Seth Magaziner talks about the student debt crisis

In May, I sat down with Rhode Island General Treasurer Seth Magaziner to discuss the student debt crisis in Rhode Island. Here is some of that interview. Jason Siperstein: Can you give me some … more

8/1/19

Don’t wait until it’s too late to plan for long-term care

We all know about saving for retirement, but how many of us plan for when we can no longer take care of ourselves? While many of us have concerns about health as we age, most of us simply do not … more

Jason Siperstein | 7/5/19

4 tips to help you hire the right financial adviser

So you’re shopping for a financial adviser? When it comes time to sit down with a financial professional for an initial meeting, first impressions can go a long way toward determining … more

4/4/19