Financial Planning

Insights

As the host of Successful Living, airing on Fox Providence, and Retire with Balance, airing on WJAR 10, Rob delivers relevant financial and life advice giving you the tools you need to carry out your successful, balanced life.

Are You Prepared to Be an Empty Nester?

Are You Prepared to Be an Empty Nester?

Posted on August 19, 2024

Beat Investment Anxiety: How to Stay Calm in Volatile Markets

Beat Investment Anxiety: How to Stay Calm in Volatile Markets

Posted on August 5, 2024

Overcoming Negativity Bias in Your Personal Finance Journey

Overcoming Negativity Bias in Your Personal Finance Journey

Posted on July 22, 2024

Essential Questions to Ask Your CPA for Smart Financial Management

Essential Questions to Ask Your CPA for Smart Financial Management

Posted on July 15, 2024

Relocating for Family: A Parent’s Guide to Making the Right Choice

Relocating for Family: A Parent’s Guide to Making the Right Choice

Posted on June 17, 2024

Wellness and Wealth: Investing in Your Long-Term Health

Wellness and Wealth: Investing in Your Long-Term Health

Posted on June 3, 2024

Mastering the Basics of Money Management

Mastering the Basics of Money Management

Posted on May 20, 2024

Navigating Tax Season with Ease

Navigating Tax Season with Ease

Posted on May 14, 2024

How to Prepare for Growing Healthcare Costs in Retirement

How to Prepare for Growing Healthcare Costs in Retirement

Posted on May 6, 2024

Optimizing Your Social Security Benefits

Optimizing Your Social Security Benefits

Posted on April 25, 2024

Navigating Tax Season Scams: How to Protect Yourself from Fraud

Navigating Tax Season Scams: How to Protect Yourself from Fraud

Posted on April 22, 2024

Smart Tax Planning Strategies for Retirement

Smart Tax Planning Strategies for Retirement

Posted on April 11, 2024

Unlocking Your Home’s Potential: Benefits and Risks of Home Equity Lines of Credit (HELOCs)

Unlocking Your Home’s Potential: Benefits and Risks of Home Equity Lines of Credit (HELOCs)

Posted on April 8, 2024

The Art of Legacy Planning

The Art of Legacy Planning

Posted on March 20, 2024

How to Wrap Up Your Taxes With Confidence and Prepare for Next Year

How to Wrap Up Your Taxes With Confidence and Prepare for Next Year

Posted on March 18, 2024

Mastering RMDs: Navigating the Secure Act 2.0 for a Prosperous Retirement

Mastering RMDs: Navigating the Secure Act 2.0 for a Prosperous Retirement

Posted on March 7, 2024

How to Raise Financially Savvy Kids: Budgeting, Saving & Money Talks

How to Raise Financially Savvy Kids: Budgeting, Saving & Money Talks

Posted on March 4, 2024

How to Make the Most of Your Pension Benefits

How to Make the Most of Your Pension Benefits

Posted on February 21, 2024

Is Dollar Cost Averaging Right for You?

Is Dollar Cost Averaging Right for You?

Posted on February 12, 2024

Balanced Wealth Management Recognized in Investment News’s Hot List

Balanced Wealth Management Recognized in Investment News’s Hot List

Posted on February 8, 2024

How to Be Smart about Asset Allocation in Retirement

How to Be Smart about Asset Allocation in Retirement

Posted on February 8, 2024

5 Questions to Ask Yourself 5 Years Before Retirement

5 Questions to Ask Yourself 5 Years Before Retirement

Posted on February 5, 2024

Creating a Shared Financial Vision: Having the Money Talk with Your Partner

Creating a Shared Financial Vision: Having the Money Talk with Your Partner

Posted on January 22, 2024

Moving into the New Year

Moving into the New Year

Posted on January 15, 2024

Balanced Wealth Management Recognized in Investment News’s Hot List

Balanced Wealth Management Recognized in Investment News’s Hot List

Posted on January 10, 2024

Strategies to Mortgage Freedom

Strategies to Mortgage Freedom

Posted on January 8, 2024

Beyond the Mortgage: Is Buying a Home Right for You?

Beyond the Mortgage: Is Buying a Home Right for You?

Posted on December 11, 2023

The Emotional Side of Retirement: How to Face Your Fears and Find Fulfillment

The Emotional Side of Retirement: How to Face Your Fears and Find Fulfillment

Posted on December 4, 2023

How Understanding Your Money Personality Can Shape Your Financial Journey

How Understanding Your Money Personality Can Shape Your Financial Journey

Posted on November 13, 2023

Strategies for Making Sound Financial Decisions During Every Career Move

Strategies for Making Sound Financial Decisions During Every Career Move

Posted on November 6, 2023

Financial Year-End To-Do’s

Financial Year-End To-Do’s

Posted on October 17, 2023

Year-End Financial Checkup: Charting a Healthy 2024

Year-End Financial Checkup: Charting a Healthy 2024

Posted on October 16, 2023

Rethinking Retirement: Your Bucket List Awaits

Rethinking Retirement: Your Bucket List Awaits

Posted on September 18, 2023

I Paid Off My Student Loans–Now What?

I Paid Off My Student Loans–Now What?

Posted on September 4, 2023

Is Semi-Retirement the Perfect Compromise?

Is Semi-Retirement the Perfect Compromise?

Posted on August 21, 2023

From Stock Options to PTO: Factors to Evaluate Before Changing Jobs

From Stock Options to PTO: Factors to Evaluate Before Changing Jobs

Posted on August 7, 2023

Investing in Your Child’s Future: Exploring Your Options for Your Child’s K-12 Education

Investing in Your Child’s Future: Exploring Your Options for Your Child’s K-12 Education

Posted on July 17, 2023

Understanding IRMAA: Financial Considerations for High-Earning Medicare Members

Understanding IRMAA: Financial Considerations for High-Earning Medicare Members

Posted on July 3, 2023

Taming the Money Monster: Strategies for Addressing Financial Anxiety

Taming the Money Monster: Strategies for Addressing Financial Anxiety

Posted on June 19, 2023

Retirement Income: Thinking Beyond Retirement Savings and Investing

Retirement Income: Thinking Beyond Retirement Savings and Investing

Posted on June 5, 2023

Secure Your Family’s Future with Estate Planning

Secure Your Family’s Future with Estate Planning

Posted on May 17, 2023

How to Make Your Staycation Feel Like a Vacation

How to Make Your Staycation Feel Like a Vacation

Posted on May 15, 2023

Revisiting Your Beneficiary Designation

Revisiting Your Beneficiary Designation

Posted on May 2, 2023

What Every Parent Should Know About Buying Their Teenager a Car

What Every Parent Should Know About Buying Their Teenager a Car

Posted on April 17, 2023

6 Strategies to Reduce Your Taxable Income and Potentially Lower Your Tax Bill

6 Strategies to Reduce Your Taxable Income and Potentially Lower Your Tax Bill

Posted on April 4, 2023

Balanced Wealth Management to Expand Their Retirement Plan Solutions for Small Businesses

Balanced Wealth Management to Expand Their Retirement Plan Solutions for Small Businesses

Posted on December 13, 2022

Word of the Day: Grateful

Word of the Day: Grateful

Posted on November 16, 2022

A Shift in the Rhode Island Real Estate Market

A Shift in the Rhode Island Real Estate Market

Posted on November 15, 2022

Tax Deferral Investments

Tax Deferral Investments

Posted on November 14, 2022

Word of the Day: Ambitious

Word of the Day: Ambitious

Posted on November 2, 2022

End-of-Year Tax Planning

End-of-Year Tax Planning

Posted on November 1, 2022

Investment Options for Positive Returns

Investment Options for Positive Returns

Posted on October 31, 2022

Word of the Day: Patient

Word of the Day: Patient

Posted on October 5, 2022

Rhode Island Real Estate Recommendations for First-Time Sellers

Rhode Island Real Estate Recommendations for First-Time Sellers

Posted on October 4, 2022

Bear Market Mistakes Investors Should Avoid

Bear Market Mistakes Investors Should Avoid

Posted on October 4, 2022

Word of the Day: Joy

Word of the Day: Joy

Posted on September 23, 2022

What Interest Rate Volatility Means for Homebuyers

What Interest Rate Volatility Means for Homebuyers

Posted on September 22, 2022

Financial Planning Rules of Thumb

Financial Planning Rules of Thumb

Posted on September 21, 2022

Word of the Day: Discipline

Word of the Day: Discipline

Posted on August 17, 2022

Tax Expert Greg Porcaro on the IRS’s ‘Dirty Dozen’

Tax Expert Greg Porcaro on the IRS’s ‘Dirty Dozen’

Posted on August 16, 2022

Breaking Down the Bear Market

Breaking Down the Bear Market

Posted on August 15, 2022

Word of the Day: Engaged

Word of the Day: Engaged

Posted on August 3, 2022

Real Estate Expert Chad Kritzas Talks 2022 Market Correction

Real Estate Expert Chad Kritzas Talks 2022 Market Correction

Posted on August 2, 2022

Market Correction or Recession?

Market Correction or Recession?

Posted on August 1, 2022

How to Prepare for Estate Planning With Confidence

How to Prepare for Estate Planning With Confidence

Posted on July 13, 2022

What You Should Know About Your Financial Advisor

What You Should Know About Your Financial Advisor

Posted on July 5, 2022

Tax Planning Tips for Retirement Savings

Tax Planning Tips for Retirement Savings

Posted on June 20, 2022

Emotional Preparation for Retirement

Emotional Preparation for Retirement

Posted on June 2, 2022

Asset Allocation as the Foundation for Successful Investing

Asset Allocation as the Foundation for Successful Investing

Posted on May 23, 2022

Choosing a Lump Sum vs Stream of Income in Retirement

Choosing a Lump Sum vs Stream of Income in Retirement

Posted on May 9, 2022

Word of the Day: Sincere

Word of the Day: Sincere

Posted on May 4, 2022

Timely Tax Season Tips

Timely Tax Season Tips

Posted on May 3, 2022

What You Should Know About Annuities

What You Should Know About Annuities

Posted on May 2, 2022

Word of the Day: Appreciative

Word of the Day: Appreciative

Posted on April 13, 2022

Early 2022 Rhode Island Real Estate Market

Early 2022 Rhode Island Real Estate Market

Posted on April 12, 2022

Market Correction During Retirement

Market Correction During Retirement

Posted on April 11, 2022

Word of the Day: Empathy

Word of the Day: Empathy

Posted on March 23, 2022

How Higher Interest Rates are Impacting the Housing Market

How Higher Interest Rates are Impacting the Housing Market

Posted on March 22, 2022

What You Should Know About Investment Fees

What You Should Know About Investment Fees

Posted on March 21, 2022

Word of the Day: Present

Word of the Day: Present

Posted on March 9, 2022

Tax Expert, Greg Porcaro, Talks Child Tax Credit & More

Tax Expert, Greg Porcaro, Talks Child Tax Credit & More

Posted on March 8, 2022

Market Volatility: Investing Mistakes and Strategies

Market Volatility: Investing Mistakes and Strategies

Posted on March 7, 2022

Word of the Day: Attentive

Word of the Day: Attentive

Posted on February 9, 2022

Real Estate Expert, Chad Kritzas, Talks Current Market

Real Estate Expert, Chad Kritzas, Talks Current Market

Posted on February 8, 2022

Year-End Deadlines & RMD Calculations

Year-End Deadlines & RMD Calculations

Posted on February 7, 2022

Word of the Day: Tradition

Word of the Day: Tradition

Posted on December 15, 2021

Identity Protection

Identity Protection

Posted on December 13, 2021

Property and Casualty Insurance for Business Owners

Property and Casualty Insurance for Business Owners

Posted on December 9, 2021

Word of the Day: Resourceful

Word of the Day: Resourceful

Posted on December 1, 2021

Is It Too Late to Refinance?

Is It Too Late to Refinance?

Posted on November 30, 2021

What’s Driving Your Life Insurance Selection?

What’s Driving Your Life Insurance Selection?

Posted on November 29, 2021

Word of the Day: Clarity

Word of the Day: Clarity

Posted on November 3, 2021

Continued Challenges in Today’s Housing Market

Continued Challenges in Today’s Housing Market

Posted on November 2, 2021

How to Analyze Mutual Funds

How to Analyze Mutual Funds

Posted on November 1, 2021

Word of the Day: Self-Control

Word of the Day: Self-Control

Posted on October 27, 2021

Pulse Check: An Update on Proposed Tax Changes

Pulse Check: An Update on Proposed Tax Changes

Posted on October 26, 2021

The Importance of Good Credit

The Importance of Good Credit

Posted on October 25, 2021

Word of the Day: Trusting

Word of the Day: Trusting

Posted on September 22, 2021

How the Real Estate Market Has Affected Home Financing

How the Real Estate Market Has Affected Home Financing

Posted on September 21, 2021

What IS Bitcoin? It’s Time to Rethink Cryptocurrency

What IS Bitcoin? It’s Time to Rethink Cryptocurrency

Posted on September 20, 2021

Word of the Day: Stability

Word of the Day: Stability

Posted on September 8, 2021

Summer 2021 Real Estate Numbers Update

Summer 2021 Real Estate Numbers Update

Posted on September 7, 2021

Budgeting: The Most Impactful Way to Improve Your Finances

Budgeting: The Most Impactful Way to Improve Your Finances

Posted on September 6, 2021

How to Be More Enthusiastic and Why It Matters for Success

How to Be More Enthusiastic and Why It Matters for Success

Posted on July 21, 2021

Rhode Island Real Estate 2021 Updates

Rhode Island Real Estate 2021 Updates

Posted on July 20, 2021

How to Prepare Your Kids for Financial Success

How to Prepare Your Kids for Financial Success

Posted on July 19, 2021

Word of the Day: Compassionate

Word of the Day: Compassionate

Posted on May 12, 2021

Rhode Island Real Estate Market 2021

Rhode Island Real Estate Market 2021

Posted on May 11, 2021

Mutual Fund Facts You Should Know

Mutual Fund Facts You Should Know

Posted on May 10, 2021

Word of the day: Fearless

Word of the day: Fearless

Posted on April 28, 2021

2020-2021 Tax Changes With Tax Expert Greg Porcaro

2020-2021 Tax Changes With Tax Expert Greg Porcaro

Posted on April 27, 2021

Should You Take a Lump Sum or an Annuity?

Should You Take a Lump Sum or an Annuity?

Posted on April 26, 2021

Word of the Day: Genuine

Word of the Day: Genuine

Posted on March 17, 2021

Getting Unstuck

Getting Unstuck

Posted on March 16, 2021

Maximizing Your Social Security

Maximizing Your Social Security

Posted on March 15, 2021

Word of The Day: Flexibility

Word of The Day: Flexibility

Posted on February 17, 2021

How to Navigate the Current Housing Market

How to Navigate the Current Housing Market

Posted on February 16, 2021

Things to Keep in Mind When Making Stock Market Investments

Things to Keep in Mind When Making Stock Market Investments

Posted on February 15, 2021

Purpose

Posted on February 3, 2021

Real Estate Expert Chad Kritzas

Real Estate Expert Chad Kritzas

Posted on February 2, 2021

Types of Capital Gains

Types of Capital Gains

Posted on February 1, 2021

Talking with a Tax Pro

Talking with a Tax Pro

Posted on January 18, 2021

Successful Retirement Planning

Successful Retirement Planning

Posted on December 21, 2020

Word of the Day: Teamwork

Word of the Day: Teamwork

Posted on December 1, 2020

Current Market Real Estate

Current Market Real Estate

Posted on December 1, 2020

Our Mortgage Expert Gives Us An Update

Our Mortgage Expert Gives Us An Update

Posted on December 1, 2020

Our Tax Experts Join Us

Our Tax Experts Join Us

Posted on December 1, 2020

Word of the Day: Focus

Word of the Day: Focus

Posted on December 1, 2020

Rhode Island Housing Market During Pandemic

Rhode Island Housing Market During Pandemic

Posted on December 1, 2020

When Does Social Security Get Reduced?

When Does Social Security Get Reduced?

Posted on December 1, 2020

Year-End Planning

Year-End Planning

Posted on November 23, 2020

Word of the Day: Perseverance

Word of the Day: Perseverance

Posted on November 19, 2020

Current Mortgage Rates and Navigating Refinance or Purchase

Current Mortgage Rates and Navigating Refinance or Purchase

Posted on November 19, 2020

Investing During Volatility

Investing During Volatility

Posted on November 19, 2020

Word of the Day: Decisive

Word of the Day: Decisive

Posted on November 19, 2020

All Things Related to Stimulus

All Things Related to Stimulus

Posted on November 19, 2020

Mutual Fund X-Ray

Mutual Fund X-Ray

Posted on November 19, 2020

Word of the Day: Accountable

Word of the Day: Accountable

Posted on November 19, 2020

Market Correction During Retirement

Market Correction During Retirement

Posted on November 19, 2020

Word of the Day: Adapt

Word of the Day: Adapt

Posted on November 19, 2020

How to Budget

Posted on November 10, 2020

COVID Impact on the Election and Stock Market

COVID Impact on the Election and Stock Market

Posted on October 29, 2020

The Secure Act

Posted on October 13, 2020

Word of the Day: Progress

Word of the Day: Progress

Posted on October 13, 2020

Choosing a Financial Planner

Choosing a Financial Planner

Posted on October 13, 2020

Financial Planning for Snowbirds

Financial Planning for Snowbirds

Posted on October 13, 2020

Estate Planning

Estate Planning

Posted on October 13, 2020

Word of the Day: Balance

Word of the Day: Balance

Posted on October 13, 2020

Understanding Investment Fees

Understanding Investment Fees

Posted on October 13, 2020

Myths in the Real Estate Market

Myths in the Real Estate Market

Posted on October 13, 2020

Word of the Day: Budget

Word of the Day: Budget

Posted on October 13, 2020

Mortgage Rates

Posted on October 13, 2020

Protecting Assets from Long-term Care Expenses

Protecting Assets from Long-term Care Expenses

Posted on October 13, 2020

Transitions

Posted on October 13, 2020

Is It Time to Refinance?

Is It Time to Refinance?

Posted on October 5, 2020

State of Rhode Island’s Real Estate Market

State of Rhode Island’s Real Estate Market

Posted on October 5, 2020

Our Story: Balanced Wealth Management

Our Story: Balanced Wealth Management

Posted on October 5, 2020

Avoiding Investment Scams

Avoiding Investment Scams

Posted on October 5, 2020