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The Ready.Set.Retire! Blog

The Retirement Success in Maine Podcast Ep 004 - Balancing Your Retirement In A Multi-Generational Family Business with Susan Ware Page

Benjamin Smith, CFA

Executive Summary

In this episode, we travel to Rockland, Maine to have a conversation with the President of Maritime Energy, Susan Ware Page. What's interesting about Susan's story is that she's...

The Retirement Success in Maine Podcast Ep 003 - Experiencing Your Travel Bucket List in Retirement, with Keri Forbringer

Benjamin Smith, CFA

Executive Summary

On this episode of the The Retirement Success in Maine Podcast we are joined by Luxury Travel Works’ Keri Forbringer to discuss attacking your "wander list" in retirement and how...

The Retirement Success in Maine Podcast Ep 002 -  Maximizing Your Local Area Agency on Aging, with Dyan Walsh

Benjamin Smith, CFA

Executive Summary

Our guest on this episode of The Retirement Success in Maine Podcast is Dyan Walsh. Dyan is the Executive Director of Eastern Area Agency on Aging. Dyan has been with Eastern...

The Retirement Success in Maine Podcast Ep 001 -  Working With Our Clients to Define Their Retirement Success, with Wes Del Col

Benjamin Smith, CFA

Executive Summary

On this (inaugural) episode of The Retirement Success in Maine Podcast, we are joined by the founder of Guidance Point Advisors, Wes Del Col. Wes opened Guidance Point Advisors...

How to Have Elder Care Discussions - Tips & Strategies

Abigail Walker, CFP®

Emotions involved with caring for the elderly can seem almost as overwhelming as the finances. As your loved ones age, what topics must you be ready to discuss? Beyond money, you need to talk...

Choosing Your Pension Payout Option

Benjamin Smith, CFA

Many couples may find themselves confronted with a dilemma as retirement nears. If you plan to receive your pension payout on a monthly basis (rather than in a lump sum), you must decide whether...

The Nuts & Bolts of Required Minimum Distributions

Wesley Del Col, CFP

 Given the uncertain future of Social Security and the decline in popularity of traditional pensions, taking initiative to save for retirement is more important than ever. Individual Retirement...

The "All You Need To Know About Eldercare Arrangements Guide" (Types & Services Offered)

Wesley Del Col, CFP

 It's never too early to think about how and where you want to live   when you're older.   How far in advance do you plan vacations? A month at the very least, right? You've booked the flights and...

Our Favorite Estate Planners in Bangor Maine (Reviews/Ratings)

Benjamin Smith, CFA

 

Estate planning is not something to which most people look forward because it’s associated with mortality, but it’s important to think of the next generation. As Financial Advisors at Guidance...

The Best Accountants in Bangor, Maine (In Our Opinion)*

Benjamin Smith, CFA

 

Tax planning and getting sound tax advice is not usually a high priority for many of us, especially when there is an H&R Block around every corner or software solution easily available.  As...