Estate Planning Basics: The High Cost of Failure to Communicate

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, […]

Readying for Retirement: Items Women Need to Address Before Retiring

September 2, 2016 9:01 am

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 […]

Women and Empowerment

November 23, 2015 4:57 pm

Last week StrategicPoint hosted an event for our female clients and some of their guests with the theme of empowerment.  We defined what empowerment meant to each of us, how we become empowered ourselves and how we help to empower others.  Our group represented a diverse group of women at different stages of their careers […]

Purse, Power and Planning: a Roundtable Discussion Just for Women

October 10, 2013 12:00 am

Betsey Purinton, CFP® (Managing Director and CIO) and Christine Canapari (Financial Advisor and Manager of Client Service) moderated   “Purse, Power and Planning: a Roundtable Discussion Just for Women” on October 9, 2013. Str…