Financial Planning West Warwick RI

Here are a few thoughts on dealing with job loss in West Warwick in this economy: If you don't carry credit card debt, get a gas rebate card. It will help with rising gas expenses without costing you a thing. Make all your debt as fixed rate as possible. For your mortgage, HELOC and credit cards try and get them to a fixed rate so you are not exposed to rising interest rates in the future.

Rebecca Preston
Preston Financial Planning
(401) 421-1777
251 Olney Street
Providence, RI
Expertises
Middle Income Client Needs, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Peter J. Alofsin, CFP®
(401) 885-1060
1300 Division Rd
West Warwick, RI
Firm
Capital Wealth Management, LLC

Data Provided by:
Mr. Paul J. Torti Jr., CFP®
(401) 354-9649
62 Crompton Avenue
West Warwick, RI
Firm
Torti Insurance-Close To Home Eldercare Advisory
Areas of Specialization
Budget Development, Comprehensive Financial Planning, Debt Management, Elder Care, General Financial Planning, Healthcare Planning, Insurance Planning
Key Considerations
Average Net Worth: $250,001 - $500,000



Data Provided by:
Mr. Walter E. Geer, CFP®
(401) 934-1807
117 Metro Center Blvd.
Warwick, RI
Firm
Ameriprise Financial Advisors

Data Provided by:
Mr. Christopher R Di Fronzo, CFP®
(401) 244-3260
117 Metro Center Blvd Unit 2008
Warwick, RI
Firm
Pioneer Financial
Areas of Specialization
Comprehensive Financial Planning, General Financial Planning, Retirement Income Management, Retirement Planning

Data Provided by:
Angela Thomson
Coastal Financial Planning, Inc.
(401) 727-8151
12 Breakneck Hill Road, Suite 100
Lincoln, RI
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Retirement Planning & Distribution Rules, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, BA, CFP®

Mr. William S Tuttle, CFP®
(401) 885-1060
1300 Division Road
W. Warwick, RI
Firm
Capital Wealth Management, Inc.
Areas of Specialization
Asset Allocation, Investment Management, Investment Planning, Securities

Data Provided by:
Mr. Timothy M Mcgraw, CFP®
(401) 681-4622
117 Metro Center Blvd Ste 2004
Warwick, RI
Firm
Ameriprise Financial
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Estate Planning, Government and Military
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Mr. Mark A. Lavallee, CFP®
(401) 681-4825
931 Jefferson Boulevard
Warwick, RI
Firm
Financial Independence, LLC.
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Divorce Issues, Investment Management, Investment Planning, Life Transitions, Retirement Income Management

Data Provided by:
Ms. Rulla Nehme, CFP®
(401) 691-4145
935 Jefferson Blvd Ste 2000
Warwick, RI
Firm
Independence Financial Partners
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Elder Care, Employee and Employer Plan Benefits
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Data Provided by:

Cost Saving Strategies Post-Layoff

Q: I am a 47 year old woman and recently lost my job due to corporate layoffs. While I am already searching for new jobs, I was hoping you could give me some cost saving strategies until I secure my next position.

 

Here are a few thoughts on dealing with job loss in this economy:

1) If you don't carry credit card debt, get a gas rebate card. It will help with rising gas expenses without costing you a thing.

2) Come up with a weekly plan with your cash flow allowance. Make sure you allow yourself some sort of a treat.

3) Make all your debt as fixed rate as possible. For your mortgage, HELOC and credit cards try and get them to a fixed rate so you are not exposed to rising interest rates in the future.


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