Financial Planning Association of Rhode Island

Proclamation
Governor Donald L. Carcieri declares the Week of October 1st to October 7th to be Financial Planning Week.
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Articles from the Financial Planning Association
Keys to Being a Smarter Investor PDF Print E-mail

Like many investors, you’re probably torn between greed and fear...On the one hand, you want to generate as high a return as possible from your investments in order to pay for a comfortable retirement, fund the high cost of college education, start a small business, pass money on to your heirs or finance a myriad of other major life expenses.

Link to Article on FPA.net

 
Choosing the Right Insurance PDF Print E-mail

Along the financial road of life arise the inevitable delays, detours, emergencies, and breakdowns. Some are small, which you can pay for out of cash flow, a cash emergency fund or even investments. But others are major and expensive setbacks. That’s when you need insurance.

Link to Article on FPA.net 
 
Coping with Death and Injury PDF Print E-mail

Making financial decisions is a reality even in a time of grief. Prompt, sensible financial planning and timely actions can help you avoid or minimize potential financial hardships. It’s also vitally important to not overreact to potential financial problems and as a result make poor decisions that could have a lasting impact on your financial well-being. It’s also important that you not let others make financial decisions for you.

Link to Article on FPA.net

 
Planning for Retirement PDF Print E-mail

Most of us know that retirement is something we must actively plan and save toward. Social Security alone isn’t enough, and traditional pension plans that pay lifetime defined benefits are becoming increasingly scarce. Yet the majority of Americans typically don’t know how much to save and don’t save enough, according to numerous polls and experts.

Link to Article on FPA.net