How to Prepare Your Kids for Financial Success
In this video, Rob Auclair offers guidelines, insights, and resources to help prepare your child for a successful financial future. Topics Discussed: Steps to build a foundation for a successful future The value of starting early and the magic of compound interest Resources for financial success for kids The opinions voiced in this material are […]
Year-End Planning
As the end of 2020 rapidly approaches, now is the time to start crossing off items on your to-do list and begin focusing on year-end tax and financial planning. In this video, Rob Auclair discusses the most important items you should be planning for in the months ahead and into the new year. Topics Discussed: […]
All Things Related to Stimulus
As a result of COVID-19 small businesses are needing more help than ever. In this video, Rob along with tax expert Greg Porcaro discuss what options are available to small businesses that need financial help throughout the pandemic. Topics Discussed: What is the Restore Rhode Island program? What is the CARES Act? Will there be […]
How to Budget
The word “budget” sounds like a dirty word to some but it’s necessary to be financially responsible. Keeping a budget gives you clarity on where your money goes so you can reach your financial goals. In this video, Rob Auclair shares with you the steps to create and maintain a successful budget. Topics Discussed: Identify […]
Choosing a Financial Planner
Choosing an advisor but don’t know where to start? In this video, Rob shares what your advisor should provide to you, and personal traits are important for an advisor to possess. Topics Discussed: Do they offer a financial plan? Do they offer asset allocation? Do they communicate? Do they have resources? The opinions voiced in […]
Financial Planning for Snowbirds
Are you a retiree considering buying or renting a second home to spend your winters in some warmer weather? In this video, Rob talks about what you need to know before you commit to moving south. Topics Discussed: How important is location? Should you buy or rent? Is the house for business or pleasure? What […]
Protecting Assets from Long-term Care Expenses
In this video, Rob discusses with estate expert Lynn Riley what a life estate deed is, whether that’s a good option for you, and the best ways to protect your assets from long-term care expenses. Topics Discussed: Can you protect your assets and have no restrictions on them? What is a life estate deed? What […]
Is It Time to Refinance?
Has it been a while since you refinanced your home? Have you been thinking about refinancing but aren’t sure if it’s the right time? In this video, Rob talks with mortgage broker Steve Tetzner to discuss if now is the right time to consider refinancing your home and steps to get the process started. Topics […]