Executive Summary
A while back, we were talking with one of our clients, and he shared that there was one area where he felt powerless: his physical health. Specifically, he had been dealing with...
Benjamin Smith, CFA
Recent Posts
Executive Summary
When we think about the world of food, it’s not just the ingredients or the dishes that make it special; it’s the people behind them—the chefs, restaurateurs, and innovators who...
Executive Summary
In recent years, we've witnessed significant shifts in economic landscapes, career trajectories, and personal life choices, leading to a rise in the number of young adults returning...
Executive Summary
A few weeks ago, we spoke with an older client who had managed her retirement planning well but hadn't addressed end-of-life issues beyond financial aspects, such as her legacy and...
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,...
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...
