Latest Additions to StrategicPoint Services

April 15, 2019 11:08 am

Several clients have asked if we are happy with our move to Fidelity Investments. Our response has been that we couldn’t be more pleased with the changes we have seen since we transitioned custodians nineteen months ago. Fidelity has more than met our objectives to reduce client fees (low or free trading costs) and to […]

Estate Planning Basics: The High Cost of Failure to Communicate

October 13, 2016 10:11 am

When I am discussing money with clients, the elephant in the room is “inheritance.” For the generation above, this means how much they want to leave to heirs and how they want the assets divided.  For the generation below this involves how much an inheritance could affect key choices they make about where they live, […]