StrategicPoint’s Kristina Mello, MBA, Earns Chartered Financial Consultant® (ChFC®) Designation
Providence, RI—(October 1, 2026) – StrategicPoint Investment Advisors, a RIA based in Providence, RI, announced that Kristina M. Mello, MBA earned the Chartered...
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Couples & Money: Why It’s About More Than Dollars
Valentine’s Day has a way of putting relationships under a spotlight. The messaging is always the same—love, commitment, “forever”—often expressed as dinners out,...
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Protecting What Matters: Why Insurance May Be a Key Piece of Your Family’s Financial Plan
The United States has a significant life insurance coverage gap. Millions of American adults either need to establish a life insurance policy or...
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The Gen X Social Security Squeeze
If you’re a Gen X-er like me, you’ve probably noticed something unsettling about your retirement planning: you’re the first generation that will retire...
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The Great Wealth Transfer: How to Equip the Next Generation for Sustained Financial Success
Recently there’s been a statistic going around the financial press that the Boomers and Silent generation control over 50% of the net worth...
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Strategic Gifting
With year-end around the corner, gifting season is upon us. Many people will work to ensure they process a planned gift by the...
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How to Spot the Scams Draining Billions from Consumers
Over $12.5 billion was lost to fraud in 2024 – a 25 percent increase over 2023, according to the Federal Trade Commission. More...
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Surviving Spouses: More Flexibility on How to Commingle Retirement Accounts Means More Decisions to be Considered.
Making financial decisions after a spouse dies can obviously be overwhelming. Grief can cloud judgment, unfamiliar responsibilities may arise, and complex paperwork can...
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Planning for a Future You will Enjoy: Setting Short, Mid, and Long-Term Goals for Retirement
When it comes to retirement, the earlier you start planning, the more comfortable your golden years will be. Knowing where to begin, how...
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