Latest Additions to StrategicPoint Services

April 15, 2019 11:08 am

Several clients have asked if we are happy with our move to Fidelity Investments. Our response has been that we couldn’t be more pleased with the changes we have seen since we transitioned custodians nineteen months ago. Fidelity has more than met our objectives to reduce client fees (low or free trading costs) and to […]

5 Easy Things You Can Do Right Now to Clean Up Your Financial Home

April 8, 2019 12:00 am

We recently held our annual “ShredIt” event and invited our clients to bring in any old documents that needed shredding. It was our second annual event like this, and this year’s was just as well received. In all, 1.85 tons of paper w…

Get the Checklist: Organizing Your Finances for the New Year

January 10, 2019 9:59 am

New year, new budget! The holidays are over, the new year has arrived, and we’ve begun a new year to meet your financial goals. Don’t let unexpected expenses derail your plans for the new year. The start of a new year is the perfect time to clear off your kitchen table and take an in-depth […]

2019 The New Year

January 4, 2019 12:02 pm

The New Year is supposed to be a fresh start. We get to begin all over again with energetic resolutions and stalwart promises, putting last year’s disappointments behind us. Investors are all for leaving behind 2018, which was a particularly rough year. Most asset classes turned in negative performance while volatility punctuated the year at […]

Charitable Giving: Exploring Donor Advised Funds

October 25, 2018 11:56 am

Following the passage of the Tax Cuts and Jobs Act (“TCJA”) last year, and the increase in the standard deduction that came with it, there’s a lot of industry discussion about the impact that this may have on charitable giving. Many of us give to charities for reasons beyond receiving a tax deduction. However, there […]

Snowbirds: Try Renting Before You Buy

May 23, 2016 11:38 am

As a Financial Advisor in New England for more than 10 years, I’ve met with quite a few clients looking for advice on a second home to escape our most unpopular season: winter. Usually the conversation starts with my client telling me of the deals they can find on buying a vacation home in sunny […]

Where’s my 1099? {The 2016 edition}

February 8, 2016 3:17 pm

Every year I write a blog about 1099s and why investors should expect their 1099s to arrive in late February. I thought now would be a good time to republish this blog, because most of the information is still accurate. As I’ve been saying for many years, unless there is a major change in tax […]

Big Announcements to Social Security and Medicare-What They May Mean for You

October 16, 2015 2:08 pm

If you’re retired, and have started to collect Social Security you may want to skip this week’s news and go out and enjoy the fall weather that has arrived in New England. In the news are two announcements that can and will affect retirees- specifically those who collect Social Security and/or Medicare. Changes to Social […]