Parents of College Bound Kids: Finally Some Good News!

August 3, 2017 3:59 pm

As the father of a newborn, saving for college is now a major financial goal for my household. After years of helping clients tackle the following questions, I’m doing it for my own family. There’s a lot to consider including: Projecting the potential cost of college education Determining how much to save Helping to decide […]

Financial Planning for Blended Families

February 21, 2017 10:13 am

blend·ed fam·i·ly noun NORTH AMERICA a family consisting of a couple and their children from this and all previous relationships.   The joining of two families can be an exciting time but also a time when you will be faced with many financial decisions.  There are many aspects of life to plan for, from living […]

Preparing For Parenthood

December 28, 2016 12:00 am

We’re pleased to introduce Chrissy Canapari’s first blog submission!  Chrissy has been with the firm since 2003 and will be a frequent contributor to the StrategicPoint Blog. To learn more about Chrissy, visit her Bio. To subscribe to Chriss…

College Savings: Is a 529 Educational Savings Plan Right for Me?

July 25, 2016 9:37 am

There are many ways to save for your child or grandchild’s college education. I have found the 529 educational savings plan to be a great starting point for someone wanting to fund a future college expense.  Read on for some useful tips and considerations concerning these plans. What is a 529 Educational Savings Plan? The […]

Baby on the Way? Some Financial Must-Do’s Before Your New Arrival

October 8, 2015 2:43 pm

I’m now only about a month away from the arrival of our first-born and while I feel as though my pregnancy as a whole has flown by, this last week or so seems to be moving at a glacial pace.  Now I’m sure part of that is due to the fact that I’m actually moving […]

You Can Borrow Money for College, but Not for Retirement

April 16, 2015 12:00 am

Last year my closest friends and family happily welcomed three healthy baby boys.  With that came a slew of financial questions that needed answering, the most common of which was pertaining to college savings accounts.

With the rising costs of c…

4 Ways to Spend Your Income Tax Refund

March 7, 2014 12:00 am

Are you one of the 75% of taxpaying Americans who will get a refund this year?  That number seemed surprisingly high to me since I’ve always been taught that overpaying or having too much withheld for taxes was basically lending Uncle Sam mo…

Betsey Purinton on TV: 5/3/2013

May 3, 2013 12:00 am

Building on financial planning themes outlined in Chrissy Canapari’s March 28th blog on new parenting, Betsey Purinton, CFP® spoke to WJAR’s Frank Coletta today about the importance choosing a guardian, purchasing affordable life insura…