The most common fear among seniors today is outliving their income.  Cost of living, healthcare, and increased longevity are some of the major factors

As the new year gets moving, our financial planning and investing pro has a financial checklist to review.

When it comes time to retire, downsizing is often an important part of the planning.  It can be either a lifestyle shift or for financial reasons. 

Retirement is among the most common, if not the most common financial goals. Reaching a point of financial independence is where you no longer have to work in

Business succession planning is all about maintaining the continuity of a business for the benefit of stakeholders including other owners, employees, and

Interest rates are at all time lows in the U.S. If you are a borrower, this is great news. Everything from auto loans to home mortgages are available for

Fixed annuity rates are fairly low as you might expect, but the benefit of tax deferral of annuity interest means annuities compete very well against other

Recent market volatility has many investors wondering whether or not they should be in the market. The first question you need to ask yourself is how long

It’s easy to ignore our investments and estate planning. Market volatility can make it easier to look away from our portfolio than to confront the losses. And

Learn about your options when deciding about how to organize your new business.

In our roundtable, our experts give advice on what to do when starting a small business.

The Retirement Estimator gives estimates based on your actual Social Security earnings record.

Planning for income during retirement is difficult due to longevity, economic uncertainty and permanence of the decision.

Listen to James Tilton, Director of the Financial Aid office at Brown University, Charles Kelley, Director of the RI Student Loan Authority, and Rob Auclair,

There are numerous resources available to college bound Rhode Islanders and their parents about how to pay for a college education.