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 […]

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, […]

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 […]

Career Change and Money Management: 3 Post-Recession Realities

August 10, 2016 9:28 am

I recently attended a going-away party for a family who is relocating to Florida—new job, new home, new state. Amidst all the excitement and well wishes, it started to dawn on me: a lot of people are switching jobs lately, including many of my clients, family, and friends. Nearly 10 years after the Great Recession, […]

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 […]