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Blog

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Liz Hickox | Apr 13, 2020

5 Year-End Tax Planning Opportunities for the Savvy Investor

Following a solid tax planning strategy throughout the year is an integral part of any financial plan, but there are special considerations to make as the year

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Liz Hickox | Apr 13, 2020

Investing in the Wake of COVID-19

Investments

Intro

By now, there’s a good chance that the recent market downturn resulting from the COVID-19 pandemic has left you questioning your investment strategy. In

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Liz Hickox | Jan 17, 2020

Avoiding Retirement Woes

Savings
Retirement

How to Avoid Retirement Woes

According to the American Institute of CPAs (AICPA), the top concern of retirees is running out of money. While it’s a known fact

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Liz Hickox | Jan 17, 2020

Do Spouses Need the Same Amount of Life Insurance?

Insurance
Family

Pat and Kelly, new parents, made a couple monthly budget adjustments upon the arrival of their first child. First, due to the added cost of day care and

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Liz Hickox | Jan 17, 2020

Finance Cost of Owning a Pet

Family
Finance
Lifestyle

Has a dog or cat grabbed hold of your heart?  It doesn’t take much. A paw on the arm. A lick on the nose, or a soft purr or whimper can turn most of us into dog

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11 Waites Wharf #2

Newport RI 02840

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Liz@Newportcfp.com

     

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11 Waites Wharf #2 - Newport, RI 02840 - 401-236-2350

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Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

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