September 20, 2018
10:53 am
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 […]
August 31, 2018
10:35 am
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.
August 13, 2018
9:38 am
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 […]
August 9, 2018
12:00 am
As the calendar turns to 2014, many folks use the month of January to review their retirement balances and see how their accounts have grown. Whether it’s the cold weather that makes people pay more attention or a derivative of a new year’s…
April 24, 2018
10:03 am
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 of mortgage savings, a warmer climate, or adding a second home, downsizing can be an integral part of your desired lifestyle in retirement. Downsizing is defined as the liquidation – or selling […]
January 29, 2018
9:57 am
We’re pleased to introduce Rick Anzelone’s first blog submission! Rick has been with the firm since 1999, and will be a frequent contributor to the StrategicPoint Blog. To learn more about Rick, visit his Bio. To subscribe to Rick’s B…
August 24, 2017
1:27 pm
Building on his August 3rd blog, Derek Amey spoke with WJAR’s Frank Coletta about some positive news about college tuition costs and why this trend may just be getting started.
August 3, 2017
3:59 pm
As the father of a newborn, saving for college is now a major financial goal for my household. After years of helping clients tackle the following questions, I’m doing it for my own family. There’s a lot to consider including: Projecting the potential cost of college education Determining how much to save Helping to decide […]
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, […]
September 7, 2016
12:56 pm
Building on his August 10th blog, Derek Amey spoke with WJAR’s Frank Coletta about money management questions that can affect your career path.
