Are You Promoting Financial Wellness Among Your Employees?

In a recent study conducted by PwC around employee financial wellness, 30% of employees surveyed reported that issues with their personal finances have led them to being distracted at work. Of the distracted workers, 46% say that they spend at least three hours or more each week thinking about or dealing with issues related to their personal finances. This survey...

StrategicPoint Welcomes Nixon Vaughan Amey

StrategicPoint is thrilled to announce the newest arrival to the StrategicPoint Family: Nixon Vaughan Amey. Nixon arrived on Tuesday, May 16th and weighed 9lbs, 14oz.   Mommy, baby, and daddy Derek Amey are all doing well!   Congrats to the happy family!

Surprise Risk

When I am combing through our investment research I always look for defined market risks. I don’t want to miss anything. After all, risk matters a lot to our clients no matter what stage of life they are in. When I see risks that are familiar to me, I have two reactions. The first is relief that our assessment matches...

Prepaying Funeral Costs: Good or Bad Idea?

I’ve been asked in the past for my opinion on prepaying for funeral expenses. First of all, this is not a fun topic for any of us to discuss. It is much more enjoyable to talk with clients about how they plan on travelling across the country in an RV, or how they will plan a small trip for each...

If a Loved One Has Passed, Where Should You Begin?

The passing of a loved one is one of the most challenging and emotional times that we endure. Not only are you trying to cope with the overwhelming grief that follows, but there are also time sensitive financial obligations that need to be addressed.  If your loved one created an asset inventory or "what if" list with all the relevant...

Leading a Fulfilling Retirement: Volunteering

Retirement means different things to different people. For the individual whose job included heavy travel all over the world, they might be looking forward to long days in their home. Maybe your career required no travel, so you are eager to travel the world. Whatever your idea of a successful retirement may be, it seems that a truly fulfilling retirement...

Don’t Forget Those Bonds!

It is easy to ignore bonds. Bonds don’t generate the same flashy headlines as stocks, (“DOW 21,000!!!”). Bonds also don’t swoon or shoot up the way stocks do. When was the last time you heard investors talk in near panic terms about a bond market “crash?” or coo about “new highs?” In spite of their low profile, bonds are extremely...

Tips for Surviving a Divorce (Financially)

We’ve all heard the statistics: divorce is quite common in addition to being a difficult process and experience.  There are numerous adjustments to be made during and after a divorce in many aspects of life.  Your living arrangements and location may change, you may have to begin working again, and you will certainly need to be responsible for your own...