Our Blog provides viewpoints on a variety of issues and is designed to engage you in various discussions and encourage feedback.

Lease or Buy:  Which is best for you?

Lease or Buy: Which is best for you?

May 12, 2016 9:46 am

It is that time of the year when the weather is nice and people think about buying a new car.  I’ve had a few

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TV Interview: Chrissy Canapari with Frank Coletta from WJAR/NBC 10: Don’t Skimp on Car Insurance

TV Interview: Chrissy Canapari with Frank Coletta from WJAR/NBC 10: Don’t Skimp on Car Insurance

May 5, 2016 1:48 pm

Building on her April 4th blog, Chrissy Canapari spoke with WJAR’s Frank Coletta about coverage options and needs.

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Simple Inspirations for Personal Savings and Investing

Simple Inspirations for Personal Savings and Investing

April 26, 2016 1:54 pm

StrategicPoint’s Women’s Planning Initiative held an evening gathering in May during which we discussed: The Anatomy of a Good Decision, including a look at what

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TV Interview: Megan Logee with Frank Coletta from WJAR/NBC 10: Choosing the Appropriate Pension Benefit

TV Interview: Megan Logee with Frank Coletta from WJAR/NBC 10: Choosing the Appropriate Pension Benefit

April 11, 2016 12:04 pm

Building on her March 15th blog, Megan Logee spoke with WJAR’s Frank Coletta about items to consider before making the final decision on choosing a payout option for your

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Don’t Skimp on Car Insurance

Don’t Skimp on Car Insurance

April 4, 2016 10:57 am

There’s nothing I love more than saving money, but cutting corners on car insurance is not an option.  Whether it’s home, life, health or

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Putting Your Cash to Work

Putting Your Cash to Work

March 28, 2016 10:30 am

It is not unusual for a client to call me and want to put some cash to work. “Is this a good time?” the

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Choosing the Appropriate Pension Benefit

Choosing the Appropriate Pension Benefit

March 15, 2016 9:40 am

Pensions come in all shapes and sizes, and understanding how they fit into your long-term financial plan is essential when planning for retirement.  Some

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Outlook for a Recession

Outlook for a Recession

February 29, 2016 5:59 pm

If one looks at the returns for the S&P 500 from 1980 through 2015, the “down years” (returns of negative 7% or greater at

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Per Capita or Per Stirpes with your IRA?

Per Capita or Per Stirpes with your IRA?

February 16, 2016 3:59 pm

When you selected your beneficiaries on your investment accounts, do you know if you chose “per capita” or “per stirpes”? This is quite important

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Where’s my 1099? {The 2016 edition}

Where’s my 1099? {The 2016 edition}

February 8, 2016 3:17 pm

Every year I write a blog about 1099s and why investors should expect their 1099s to arrive in late February. I thought now would

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