Charitable Giving: Exploring Donor Advised Funds
Following the passage of the Tax Cuts and Jobs Act (“TCJA”) last year, and the increase in the standard deduction that came with...
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Struggling to Save for Retirement While Paying Off Your Student Loans? How One Company’s Novel Approach May Set the Standard for the Future.
Over the summer there was an interesting IRS ruling that was spurred by a single company trying to provide a unique perk to...
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Spending Those 529 Savings for the First Time? Tips for Parents of Freshmen Entering College
Much to the dismay of students across the US, for many of them the start of the school year is less than 30...
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How much should I have in my 401k at age X?
At the end of each quarter, many of us receive our latest retirement statement. We take a quick glance to see the bottom...
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Should You Consider Refinancing Your Debt?
As we are now experiencing a rising interest rate environment, it is imperative to take a close look at your debt obligations to...
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StrategicPoint Names Two New Partners
PROVIDENCE, April 30, 2018 – StrategicPoint Investment Advisors, LLC, an independent Registered Investment Advisor, announced the promotion of Richard J. Anzelone and Derek...
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Three Things to Keep In Mind Before Deciding to Downsize
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...
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Kristina Mello Joins StrategicPoint Investment Advisors as Financial Planner
Providence, RI— (March 26, 2018) – StrategicPoint announces the addition of Kristina Mello, MBA, to their team as Financial Planner, further expanding the...
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Should I accept less money on the sale of my house with a cash offer?
Now that real estate is heating up again and inventory is low, more buyers are bidding on houses and some believe offering cash just might give them the inside track. But what if these cash offers are lower than other offers. Is it worth it? It’s a good question and...
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