This might seem like an easy question to answer but as our financial lives tend to be complex with many moving parts, remembering to update your beneficiaries when life events occur is sometimes not at the forefront of our minds. Reviewing them at least once a year, if you have a change in marital status, […]
In 2016, over $390 billion was donated to charitable causes in the US. Many people donate money and time to their favorite charities throughout the year. Some choose to set up scheduled giving such as a monthly donation, while others make their donations at the end of the year. When unexpected events, like Hurricanes Harvey […]
Building on her August 17th blog, Chrissy Canapari spoke with WJAR’s Frank Coletta on Facebook Live to discuss items to consider when using online banking services. Her interview begins at the 3:30 mark.
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.
Emergency reserves are a vital part of every good financial plan. Having extra savings that can be accessed to cover an unexpected expense enables you to avoid charging up credit cards and taking withdrawals from retirement savings. So where should you keep those reserves and how should they be invested? Or should they be invested […]
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 […]
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…
Providence, RI—(July 1, 2018) – StrategicPoint Investment Advisors (‘StrategicPoint’), a RIA based in Providence, RI, today announced the promotion of Megan M. Logee, ChFC® to Senior Financial Advisor after earning the Chartered Financial Consultant® (ChFC®) professional designation from The American College. Ms. Logee will advise clients on a broader range of topics including financial planning, […]
It shouldn’t be surprising that US stock indices were relatively flat the first half of the year. After all, 2017 brought a stellar, unexpected gift in the form of performance returns. As the year turned over, most investors were aware that stocks can only go up for so long before one of two things happen: […]
PROVIDENCE, April 30, 2018 – StrategicPoint Investment Advisors, LLC, an independent Registered Investment Advisor, announced the promotion of Richard J. Anzelone and Derek M. Amey to Partners. With the addition of these two individuals, StrategicPoint’s leadership team now includes three Partners. “We are very pleased that Rick and Derek’s leadership skills are being recognized through […]
