Blog
An effort to end Alzheimer’s
Recently, on Saturday, October 24, 2022, our Westerly office manager Christine and her daughter Casey joined in the “2022 Walk to End Alzheimer’s” for the Rhode Island Chapter at Misquamicut Beach in Westerly.
Read MoreBudget Series – Post #6 of 6
Taking Charge of Your Financial Life Delegating responsibilities to others may lead to problems down the road. When you are putting together a household, it isn’t unusual to delegate responsibilities. One spouse or partner may...
Read MoreBudget Series – Post #5
Budget post 5 of 6 –How many times have you been tempted to snag a quick $50 (or more) from your Emergency Fund with good intentions of replacing it later? 🤔🤔Having an Emergency Fund puts you in a financial position to not be...
Read MoreBudget Series – Post #4
Budget post 4 of 6 – a great article with 11 REAL ways to improve your financial life! Budgeting is not a “set it and forget it” thing… it is something you consciously work through in every phase of life....
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Budget Series - Post #2
Sample Budget Worksheet – Word Doc Budget post 2 of 6 – 🤩 Today we’re sharing a Budget Worksheet! Click the link above to access the worksheet!Budgeting seems like a simple recommendation, but many people become...
Read MoreBudget Series – Post #1
We’re kicking off our series on BUDGETING today! 🥳 Interestingly enough, I read an article on CNBC today that said many Americans are still “failing at financial literacy” so this is good timing… We are going...
Read MoreFebruary 2029
Regina Quirk featured in Advisor Spotlight with partner Horizon Investments 30-year industry veteran Regina Quirk, co-owner of Strategic Financial in Norwell, MA, has always been a problem solver who loves people. From the moment you...
Read MoreJanuary 2020
What Should You Do With Your Tax Refund? A few possibilities to consider. Presented by Regina Quirk Will you be receiving a tax refund this year? If so, you might want to think about the destiny of that money. Here are a few options to...
Read MoreOctober 2019
End-of-the-Year Money Moves Here are some things you might consider before saying goodbye to 2019. What has changed for you in 2019? Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable...
Read MoreSeptember 2019
Why Having a Financial Professional Matters A good professional provides important guidance and insight through the years. What kind of role can a financial professional play for an investor? The answer: a very important one. While the...
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