Executive Summary
In this episode of The Retirement Success in Maine Podcast we are joined by Joy Trueworthy and Rachel Trafton, Estate Planning Attorneys at Rudman Winchell. In regards to our...
Benjamin Smith, CFA
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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 a...
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 to...
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 Area...
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 in...
Did you get a letter from the Northern Light Health Retirement Team regarding your Frozen Personal Time Off (PTO)? Well, quite a few of our clients did, too. We’ve been working with them over the...
What will happen to your Facebook account when you die? What about all your photos shared on social media, your texts with loved ones, or documents on cloud-storage systems? In just the two-year...
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 you...
Many companies offer employees a buyout package to encourage them to leave the company. This is generally done to encourage voluntary departures when the organization is looking to reduce headcount....
Market timing is a “strategy” of deciding when to buy and sell stocks by attempting to predict which way and when stocks will move. Let’s look at an example and the data to determine why market...
