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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’