A while ago I came across a headline that read “Eight Year Car Loans”. What? Ok, I thought I’ve seen it all when it comes to getting someone to buy a car, but this one seemed almost impossible. Is it part of a fake news site, or a scam? I did some digging: sure enough, […]
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…
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 […]
Building on his August 10th blog, Derek Amey spoke with WJAR’s Frank Coletta about money management questions that can affect your career path.
I recently attended a going-away party for a family who is relocating to Florida—new job, new home, new state. Amidst all the excitement and well wishes, it started to dawn on me: a lot of people are switching jobs lately, including many of my clients, family, and friends. Nearly 10 years after the Great Recession, […]
It is that time of the year when the weather is nice and people think about buying a new car. I’ve had a few friends lately tell me they were going car shopping and given what I do for a living, they had some questions for me. In fact, I get the same questions from […]
Building on her April 4th blog, Chrissy Canapari spoke with WJAR’s Frank Coletta about coverage options and needs.
There’s nothing I love more than saving money, but cutting corners on car insurance is not an option. Whether it’s home, life, health or car insurance, proper coverage is essential. If you are at fault in a car accident, you want to be sure you have the necessary insurance to cover yourself and your family […]
