Types of Capital Gains
In this video, Rob Auclair discusses capital gains and what they mean for you during tax season. This type of income can sneak up on you if you aren’t careful! It’s essential to understand how it works so that you are well-prepared to handle the taxes from it. Topics Discussed: What are capital gains? Types […]
Talking with a Tax Pro
The COVID-19 pandemic has thrown many of us for a loop and created financial uncertainty for many people. However, with the second stimulus check coming through to many bank accounts, some still have more questions than answers regarding how they should be handling it all. In this video, I speak with tax professional Greg Porcaro […]
Successful Retirement Planning
Understanding the characteristics of a typical retirement plan will allow you to more easily decide what combination will work best for your needs. In this video, Rob Auclair goes over some key points, limitations, and deadlines that will help you be able to maximize your own retirement plan. Topics Discussed: Traditional contributions Roth contributions Limits […]
Word of the Day: Teamwork
Many people think the word “teamwork” has something to do with sports, but that’s not always the case. In this video, Rob discusses what teamwork is, why it’s important, and how it can improve your professional and personal life. Topics Discussed: What is teamwork? How important is comradery to job retainment and satisfaction? What are […]
Current Market Real Estate
The demand for new real estate continues to be very high, however, the inventory is low. In this video, Rob along with mortgage expert Chad Kritzas discuss how buying and selling is being achieved in the current market. Topics Discussed: What are the current real estate market trends and rates? Is it a buyers or […]
Our Mortgage Expert Gives Us An Update
The mortgage lending industry has gone through some drastic changes as a result of the pandemic. In this video, Rob along with mortgage expert Steve Tetzner discusses current mortgage interest rates, how the pandemic and loan payment referral has impacted lenders, and what that means for consumers. Topics Discussed: What are the current mortgage rates? […]
Our Tax Experts Join Us
In this video, Rob along with tax expert Greg Porcaro discuss how things have changed as a result of the pandemic, how your taxes may be affected as a result of government-issued stimulus checks and unemployment pay out. Topics Discussed: How has the pandemic affected how we file taxes? Can you still receive a stimulus […]
Word of the Day: Focus
Keeping your focus is imperative to completing any task in life. In this video, Rob discusses how having focus can help us have a better day in achieving our goals and staying positive. Topics Discussed: What doesn’t having focus mean? What are the benefits of keeping focus? What are helpful ways to keep focused? The […]
Rhode Island Housing Market During Pandemic
The pandemic has created many struggles and uncertainties for us recently, but one area that seems to be booming is the housing market. In this video, Rob along with real estate expert Chad Kritzas discuss the current state of the real estate market during the pandemic and what trends we can expect to see in […]
When Does Social Security Get Reduced?
It has been determined that by 2036 Social Security will no longer be fully funded. Without being able to rely on the promise of Social Security benefits in the future, many of us are fearful of how we will be able to support ourselves in retirement. In this video, Rob discusses strategies for collecting Social […]