Investment Management Firms Tiverton RI

Before you start dipping into your retirement funds or charging up a storm, consider looking for freelance work in your industry or even short-term consulting projects. It will keep you present in your industry and will bring in some temporary income.

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®

Ms. Sandra Reynolds, CFP®
(508) 636-6521
1125 State Rd
Westport, MA
Firm
Financial Planning Alternative

Data Provided by:
Ms. Cheryl J.C. Blanchard, CFP®
(508) 916-2480
275 Martine St
Fall River, MA
Firm
Ameriprise Financial Services

Data Provided by:
The Burney Company
(401) 218-0984
283 Carriage Drive
Portsmouth, RI
 
Mr. Neal Borges, CFP®
(508) 837-6443
275 Martine St.
Fall River, MA
Firm
Ameriprise Financial Services,
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Employee and Employer Plan Benefits, General Financial Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided by:
Lynne Nahigyan
Seamark Financial Services, Inc.
(508) 758-6159
109 Fairhaven Road, Suite F
Mattapoisett, MA
Expertises
Estate & Generational Planning Issues, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. John A. Varao, CFP®
(508) 678-4844
435 Columbia St
Fall River, MA
Firm
The Tax Consultants Inc
Areas of Specialization
Accounting, Employee and Employer Plan Benefits, General Financial Planning, Retirement Planning, Small Business Planning, Tax Planning, Tax Preparation

Data Provided by:
Mr. Joseph D. Souza, CFP®
(508) 837-6443
275 Martine St
Fall River, MA
Firm
Ameriprise Financial Services

Data Provided by:
Mr. Scott D. Illingsworth, CFP®
(508) 916-2480
275 Martine St
Fall River, MA
Firm
Ameriprise Financial Services, Inc.

Data Provided by:
Ms. Asta Muldoon, CFP®
(508) 837-6443
275 Martine St Ste 302
Fall River, MA
Firm
Ameriprise Financial Services,
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Investment Management, Retirement Income Management, Retirement Planning, Risk Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



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Financial Contingency Plan

Q: I was recently laid off from my job and am trying to prepare a smart financial contingency plan until I secure another position. My savings can float me comfortably for 3 months but what you do I suggest after that point? I am not sure if it is better (or worse) to tap into my retirement funds or survive on credit cards. Please let me know if you have any tips that apply.


I would start with focusing on making your expenses last more than 3 months. You can do this by reducing some of your fixed expenses such as late fees, bank charges, newspaper delivery and cable tv. Then give yourself a weekly amount to live on so you are clear about how long your savings will last.

Before you start dipping into your retirement funds or charging up a storm, consider looking for freelance work in your industry or even short-term consulting projects. It will keep you present in your industry and will bring in some temporary income. You can also look for a part-time job in a place you like to spend time in; such as a yoga studio, knitting store or sporting goods store.


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