Tips for Surviving a Divorce (Financially)

March 1, 2017 12:00 am

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 an…

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 […]

Get the Checklist: Organizing Your Finances for the New Year

January 12, 2017 3:27 pm

New year, new budget! The holidays are over, 2017 has arrived, and we’ve begun a new year to meet your financial goals. Don’t let unexpected expenses derail your 2017 plans. The start of a new year is the perfect time to clear off your kitchen table and take an in-depth view at your overall financial […]

5 Tips to Make Your 401k Grow

January 1, 2017 12:00 am

For most Americans, 401k plans, qualified plans or defined contribution plans are the most popular savings vehicles for retirement.  With most private companies doing away with pension plans and the uncertainty of Social Security, individuals need…

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…

Are Your Children Financially Prepared for What Comes After High School?

November 21, 2016 9:06 am

In 2014, Rhode Island adopted the CEE’s National Standards for Financial Literacy as Rhode Island’s first ever statewide standards. While Rhode Island has taken steps towards improving financial literacy in our schools, there is still a large disconnect between where we are and where we need to be in ensuring our children are adequately prepared for […]

Financial Items to Check Off Your List Before the End of the Year

October 26, 2016 10:08 am

It’s hard to believe that another year has almost gone by, but here we are in the final months of 2016.  Although we are approaching the holiday months that are filled with celebrations, shopping and holiday festivities, it’s also time to take a last look at your finances before the end of the year to […]

Estate Planning Basics: The High Cost of Failure to Communicate

October 13, 2016 10:11 am

When I am discussing money with clients, the elephant in the room is “inheritance.” For the generation above, this means how much they want to leave to heirs and how they want the assets divided.  For the generation below this involves how much an inheritance could affect key choices they make about where they live, […]