Sardelli and Hutchinson Wealth Management

Sardelli and Hutchinson Wealth Management "Working together to change your future and the opportunity of future generations.” Member FINRA & SIPC.

• Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. FINRA.org and SIPC.ORG.

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• The financial professionals associated with LPL Financial may discuss and/or transact business only with reside

nts of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn mo...
05/20/2026

Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn more here.

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.

69% of women live without a spouse or partner. If you are a woman, you need to have a financial strategy. Read more in o...
01/17/2025

69% of women live without a spouse or partner. If you are a woman, you need to have a financial strategy. Read more in our infographic:

Learn more about women taking control of their finances with this infographic.

Have you considered how long-term-care costs could affect your retirement budget? Find out more.
01/15/2025

Have you considered how long-term-care costs could affect your retirement budget? Find out more.

Determine your potential long-term care needs and how long your current assets might last.

Your home mortgage interest may be deductible. Do you itemize your deductions?
01/13/2025

Your home mortgage interest may be deductible. Do you itemize your deductions?

Use this calculator to assess the potential benefits of a home mortgage deduction.

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.
01/10/2025

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Renter? Think you’re covered by the owner’s insurance? Do a double check.
01/08/2025

Renter? Think you’re covered by the owner’s insurance? Do a double check.

Don’t overlook the need for renter’s insurance if you rent your home.

From Fed rate cuts to record highs, Q4 wrapped up a strong year for markets. Our January Quarterly Market Insights break...
01/08/2025

From Fed rate cuts to record highs, Q4 wrapped up a strong year for markets. Our January Quarterly Market Insights breaks down what drove performance and what investors are watching in 2025.

The Standard & Poor’s 500 Index rose 2.07 percent, while the Nasdaq Composite surged 6.17 percent. By contrast, the Dow Jones Industrial Average edged up only 0.51 percent.1

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
01/06/2025

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.

Second marriages are a trigger event to revisit any existing estate strategies.

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.
01/03/2025

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

Learn how to maximize your Qualified Charitable Distributions!
01/01/2025

Learn how to maximize your Qualified Charitable Distributions!

Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).

When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.
12/30/2024

When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.

When markets shift, experienced investors stick to their strategy.

Address

1300 Division Road, Suite 201
West Warwick, RI
02893

Telephone

+14018852342

Website

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