What You Should Know About Investment Fees
How people typically pay for investments has changed over the past decade, which sometimes causes confusion. Learn what kinds of investment fees you can expect to pay as well as the services and value you should be getting in exchange for those fees. Topics Discussed: Traditional sales fees (commissions) and fund expenses How fees differ […]
Word of the Day: Present
In a world where things are changing every day and we have so much on our plates, being fully present in the moment can be difficult. In this video, Rob talks about why it can be so challenging to stay present, the benefits of being more present, and how to improve your ability to become […]
Tax Expert, Greg Porcaro, Talks Child Tax Credit & More
As part of the American Rescue Plan of 2021, millions of taxpayers received advance payments of the 2021 Child Tax Credit and stimulus payments. Rob talks with tax expert, Greg Porcaro, about critical information those who were eligible for these payments need to know this tax season, as well as changes to self-employment taxes. Topics […]
Market Volatility: Investing Mistakes and Strategies
Whenever the markets experience volatility as we’ve seen in early 2022, investors get nervous, often leading to common market volatility investment mistakes rather than using historically-sound investment strategies for volatile markets. Topics Discussed: Reasons for recent market fluctuations Investing mistakes during volatility Historically-based strategies for volatile markets The importance of staying invested during market corrections […]
Word of the Day: Attentive
In a day and age where we often lose our focus, being attentive helps us live a more meaningful and successful life. In this video, Rob talks about what it means to be attentive, the benefits of being more attentive, and what to do if you struggle with being attentive in your life. Topics Discussed: […]
Real Estate Expert, Chad Kritzas, Talks Current Market
As the real estate market continues to charge forward, Rob talks with Chad Kritzas of Home Smart Real Estate about the current market in Rhode Island. Topics Discussed: Statistics on Rhode Island single-family and condominium real estate sales Inventory levels for the condo and multi-family market Why you might not want to wait until the […]
Year-End Deadlines & RMD Calculations
As year-end deadlines approach, it’s always a good idea to go through a financial or tax-planning checklist to ensure you are properly managing important aspects of your finances. Topics Discussed: Maximizing your retirement plan Consider tax-loss harvesting Taking your required minimum distributions (RMD) Spending your flexible savings account (FSA) funds Making charitable donations The opinions […]
Word of the Day: Tradition
Tradition isn’t reserved exclusively for the holidays. Practicing traditions at any time of year can create a sense of meaning and belonging. What kind of traditions are part of your life? It’s okay if you don’t have many – it’s not too late to begin. If you’re not sure where to start, Rob explains how […]
Identity Protection
Identity theft isn’t just a buzzword – it’s real and it’s a problem. From 2019 to 2020 identity theft cases rose from 500 billion to 712 billion. As our digital world expands, so does digital risk. In this episode of Successful Living, Rob highlights how fraud impacts you and offers tips on how to best […]
Property and Casualty Insurance for Business Owners
Business owners are often so busy serving their own clients that they neglect to pay attention to things like their own insurance needs. In this video, Rob sits down with Zach Padula, Account Executive of The HILB Group of New England, to discuss the types of coverage you might need and where to find it. […]