blend·ed fam·i·ly noun NORTH AMERICA a family consisting of a couple and their children from this and all previous relationships. The joining of two families can be an exciting time but also a time when you will be faced with many financial decisions. There are many aspects of life to plan for, from living […]
For most Americans, 401k plans, qualified plans or defined contribution plans are the most popular savings vehicles for retirement. With most private companies doing away with pension plans and the uncertainty of Social Security, individuals need…
We’re pleased to introduce Chrissy Canapari’s first blog submission! Chrissy has been with the firm since 2003 and will be a frequent contributor to the StrategicPoint Blog. To learn more about Chrissy, visit her Bio. To subscribe to Chriss…
TV Interview: Megan Logee with Frank Coletta from WJAR/Channel 10: Are Your Children Financially Prepared for What Comes After High School?December 2, 2016 12:48 pm
Building on her most recent blog, Megan Logee spoke with WJAR’s Frank Coletta about some actions we can take to financially prepare our children for adulthood.
In 2014, Rhode Island adopted the CEE’s National Standards for Financial Literacy as Rhode Island’s first ever statewide standards. While Rhode Island has taken steps towards improving financial literacy in our schools, there is still a large disconnect between where we are and where we need to be in ensuring our children are adequately prepared for […]
TV Interview: Chrissy Canapari with Frank Coletta from WJAR/Channel 10: Financial Items to Check Off Your List Before the End of the YearNovember 4, 2016 1:01 pm
Building on her most recent blog, Chrissy Canapari, ChFC® spoke with WJAR’s Frank Coletta about her top five areas that should be addressed before you ring in the new year.
It’s hard to believe that another year has almost gone by, but here we are in the final months of 2016. Although we are approaching the holiday months that are filled with celebrations, shopping and holiday festivities, it’s also time to take a last look at your finances before the end of the year to […]
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, […]
Building on his August 10th blog, Derek Amey spoke with WJAR’s Frank Coletta about money management questions that can affect your career path.
The decision to retire is not one that many women take lightly, nor should they. There are extensive considerations that need to be addressed before embarking on this new chapter of life. Women encounter many unique challenges when facing the decision to retire, such as longer life expectancies, expectations of continuing in the role of […]