Top 3 Considerations When Selecting a 529 Plan

November 13, 2017 12:04 pm

If you are saving for college for your children, a 529 college savings plan is one of the best vehicles to utilize.  A 529 plan is a tax-deferred account that allows you to save money and invest it for future college expenses.  As long as you use the funds for qualified college expenses, withdrawals from […]

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…

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…