Tag: Financial Advice
Money advice from AI?
Consider the following scenario. Suzy is 63, recently retired, and trying to decide when to start receiving Social Security and how to manage her...
Citizens survey: Most Americans feel ill-equipped to handle large wealth transfer
PROVIDENCE – Nearly three-quarters of Americans, or 72%, said they lack the financial confidence needed to manage a large influx of money on their...
Establish a financial footing early
As Rhode Island students are settling into a new college year and recent grads are embarking on their first full-time jobs, with these big...
A guide to surviving financially as the bills come due
The coronavirus has dealt a financial blow to millions of Americans and now April’s bills are coming due.
The good news is there is help...
Financial advice
Which of the following is your primary source of financial advice?
Accountant: 41.7%
Financial planner: 25%
Family members or friends: 16.7%
The internet: 8.3%
Your bank: 8.3%
Books: 0%
What do...
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