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 […]

An Eight Year Car Loan? Don’t Do It!

February 10, 2017 9:41 am

A while ago I came across a headline that read “Eight Year Car Loans”. What? Ok, I thought I’ve seen it all when it comes to getting someone to buy a car, but this one seemed almost impossible. Is it part of a fake news site, or a scam? I did some digging: sure enough, […]

2017 US Equity Market Outlook

January 3, 2017 11:28 am

Investors are forever hopeful (why else would we invest?). And the start of a new year often brings outsized optimism.  2017 feels particularly bullish for the equity markets, however, with both investors and businesses cheering. I feel the same hopefulness, but I am reminded that 2016 was humbling in many ways. 2016 did not go […]

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…

Debit or Credit? Which to Use and When?

December 15, 2016 1:41 pm

Debit or Credit? It’s a question we get almost every day, whether it be in person at the checkout or online and it’s a question you should take seriously. Why? My debit and credit card both have the Visa/MasterCard logo. What’s the big difference? There is actually a big difference, but for this article, I’m […]

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 […]