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…
Now that tax season is finally behind us, time has freed up to focus on other financial matters that may have been neglected over the past few months. For me, it has been to make a list of all of my financial and estate planning items in the case…
New year, new budget! The holidays are over, 2018 has arrived, and we’ve begun a new year to meet your financial goals. Don’t let unexpected expenses derail your plans for the new year. The start of a new year is the perfect time to clear off your kitchen table and take an in-depth view at […]
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 […]
Building on his August 3rd blog, Derek Amey spoke with WJAR’s Frank Coletta about some positive news about college tuition costs and why this trend may just be getting started.
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 […]
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, […]
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…
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…
Building on her most recent blog, Megan Logee spoke with WJAR’s Frank Coletta about some actions we can take to financially prepare our children for adulthood.
