Executive Summary
When working with retirees, we often face the question - “Where do I want to live in retirement?” This is something that we’ve discussed in previous episodes, but in this episode,...
Benjamin Smith, CFA
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Executive Summary
We are back! After taking a little bit of a break here in 2024 we are excited to have a new episode to share. Our firm has been growing and as businesses grow, you resource up, and...
The Retirement Success in Maine Podcast Ep 095: Can I Predict If I'll Need Long-Term Care Insurance?
Executive Summary
When we sit down with our clients, one of the greatest fears in retirement is needing Long-Term Care services as we age. But our long-term care needs are often undefined. We don’t...
Executive Summary
On today’s episode, we venture into a topic that all of us know one way or another, adversity. Throughout our lives, we spend countless hours planning for monumental life goals. We...
Executive Summary
Maine offers a lot of unique opportunities for those looking to acquire real estate. Whether you're interested in growing your real estate portfolio, purchasing a rental property,...
Executive Summary
We often hear that our clients are sifting through old pictures, VHS tapes, DVDs, YouTube videos, etc., and are looking for a way to keep their memories alive over time, but it all...
Executive Summary
When we sit down with many of our clients, one of their greatest fears is not being able to stay in their homes for the duration of their retirement. So, if that’s one of the...
Executive Summary
One thing we know about retirees is that while they’ve left the workforce, they have many useful skills and want to find something to do that gives purpose and hopefully adds a few...
Executive Summary
In our meetings with retirees, they sometimes express to us that they feel lost. What previously gave them purpose in their career was no longer there and they sometimes lack...
Executive Summary
For this episode and we want you to think about the following. I’m nearing retirement and I’ve been working a job or career for my ENTIRE LIFE that doesn’t allow me to be an...
