Planning for a Disabled Child

December 23, 2019 10:22 am

Caring for a disabled child requires planning for the near term and the future but understanding the best strategies to utilize can be challenging, as the rules and regulations are often complex and confusing. Thankfully, there are tools available to help caregivers put a plan in place to assist the disabled child financially, and, with […]

Get the Checklist: Organizing Your Finances for the New Year

December 19, 2019 9:56 am

New year, new budget! The holidays are over, the new year has arrived, and we’ve begun a new year to meet your financial goals. Don’t let unexpected expenses derail your plans for the new year. The start of a new year is the perfect time to clear off your kitchen table and take an in-depth […]

The Unpredictable Nature of Investor Psychology

October 28, 2019 9:54 am

One of the standard topics at our meetings with clients is our market outlook. Recently I have noticed that clients are more attentive than usual to what we say. I attribute this to all the noisy headlines that do more to confuse than clarify where the economy is headed.  Clients are feeling they have a […]

Life Insurance Considerations

October 7, 2019 11:52 am

Whether you are starting a family or nearing retirement, there are considerations to be made as to your need for life insurance. Many people don’t think they need it, and if they think they might, they don’t necessarily know how much they require. In fact, where you are in your life will determine how much […]

Destination Homes: Home Sales Have Gone the Way of the Wedding

July 29, 2019 12:24 pm

I found myself ranting in front of a client the other day (something I rarely do.). It was about the real estate market. Not how well (or poorly) the housing market was performing, but rather the toll the selling process was taking on my clients.  My complaint: selling homes has gone the way of the […]

Finding Value in Health Savings Accounts

April 29, 2019 10:09 am

For most people, the rising cost of healthcare poses a major concern for lifestyle in retirement. It also makes the decision of when to retire that much more challenging, knowing this is an unavoidable yet sizeable expense. After the Affordable Care Act went into effect in 2010, the focus was more on access to services, […]

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 […]

5 Easy Things You Can Do Right Now to Clean Up Your Financial Home

April 8, 2019 12:00 am

We recently held our annual “ShredIt” event and invited our clients to bring in any old documents that needed shredding. It was our second annual event like this, and this year’s was just as well received. In all, 1.85 tons of paper w…