This might seem like an easy question to answer but as our financial lives tend to be complex with many moving parts, remembering to update your beneficiaries when life events occur is sometimes not at the forefront of our minds. Reviewing them at least once a year, if you have a change in marital status, the birth of child or...
Over the summer there was an interesting IRS ruling that was spurred by a single company trying to provide a unique perk to their employees. Record low unemployment has resulted in a challenge for companies to find and keep qualified candidates, especially recent graduates. In an effort to attract and retain these folks, one company has started a unique new...
In 2016, over $390 billion was donated to charitable causes in the US. Many people donate money and time to their favorite charities throughout the year. Some choose to set up scheduled giving such as a monthly donation, while others make their donations at the end of the year. When unexpected events, like Hurricanes Harvey and Irma occur, you may...
Building on her August 17th blog, Chrissy Canapari spoke with WJAR’s Frank Coletta on Facebook Live to discuss items to consider when using online banking services. Her interview begins at the 3:30 mark.
Building on his August 13th blog, Derek Amey spoke with WJAR’s Frank Coletta on Facebook Live to discuss tips on how to handle those first 529 plan distributions! Fast forward to the 7 minute mark to see his segment.
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 at all? Since you want...
Much to the dismay of students across the US, for many of them the start of the school year is less than 30 days away. We spend a lot of time as advisors helping our clients determine the best way to save college (click here if you want to schedule an appointment with one of our advisors to help you!)....
At the end of each quarter, many of us receive our latest retirement statement. We take a quick glance to see the bottom line and how our accounts have done over the last three months—the difficulty we see for many investors is, after looking at those balances, there’s no frame of reference. Most have a hard time figuring out if...
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, wealth accumulation and estate planning,...
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: they correct or they pause...
