Should I Bank Online?

August 17, 2018 10:15 am

Emergency reserves are a vital part of every good financial plan.  Having extra savings that can be accessed to cover an unexpected expense enables you to avoid charging up credit cards and taking withdrawals from retirement savings.  So where should you keep those reserves and how should they be invested?  Or should they be invested […]

How much should I have in my 401k at age X?

August 9, 2018 12:00 am

As the calendar turns to 2014, many folks use the month of January to review their retirement balances and see how their accounts have grown. Whether it’s the cold weather that makes people pay more attention or a derivative of a new year’s…

StrategicPoint’s Megan M. Logee earns Chartered Financial Consultant® (ChFC®) designation and is promoted to Senior Financial Advisor.

July 9, 2018 12:57 pm

Providence, RI—(July 1, 2018) – StrategicPoint Investment Advisors (‘StrategicPoint’), a RIA based in Providence, RI, today announced the promotion of  Megan M. Logee, ChFC® to Senior Financial Advisor after earning the Chartered Financial Consultant® (ChFC®) professional designation from The American College. Ms. Logee will advise clients on a broader range of topics including financial planning, […]

Outlook for the Second Half of 2018

June 26, 2018 11:33 am

It shouldn’t be surprising that US stock indices were relatively flat the first half of the year. After all, 2017 brought a stellar, unexpected gift in the form of performance returns. As the year turned over, most investors were aware that stocks can only go up for so long before one of two things happen: […]

Financial Factors to Consider when Buying a Home

June 14, 2018 12:00 am

I think most will agree that the top consideration in buying a home is location, and that is true for a number of reasons.  Everyone wants to live in a desirable area suitable to their way of living.  For some the location may be conveniently…

Should You Consider Refinancing Your Debt?

May 15, 2018 12:59 pm

As we are now experiencing a rising interest rate environment, it is imperative to take a close look at your debt obligations to determine if action should be taken. Many of us have enjoyed low interest rates on our debt for several years now, and this may have swayed your decision to accept variable rate […]

StrategicPoint Names Two New Partners

May 10, 2018 9:25 am

PROVIDENCE, April 30, 2018 – StrategicPoint Investment Advisors, LLC, an independent Registered Investment Advisor, announced the promotion of Richard J. Anzelone and Derek M. Amey to Partners. With the addition of these two individuals, StrategicPoint’s leadership team now includes three Partners. “We are very pleased that Rick and Derek’s leadership skills are being recognized through […]

Three Things to Keep In Mind Before Deciding to Downsize

April 24, 2018 10:03 am

If you’re nearing retirement, or settling in to your new retirement routine, chances are you’ve considered downsizing. Whether you’re looking to take advantage of mortgage savings, a warmer climate, or adding a second home, downsizing can be an integral part of your desired lifestyle in retirement. Downsizing is defined as the liquidation – or selling […]

4 Ways to Spend Your Income Tax Refund

April 5, 2018 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…