Executive Summary
As Financial Advisors, we are very frequently asked to give our thoughts on the investable markets and what it means for our retirement. While our show mainly discusses...
Benjamin Smith, CFA
Recent Posts
Executive Summary
Has there ever been a time in your life that you've struggled with eating foods that you know weren't good for you or eating too much, and you couldn't just seem to make...
Executive Summary
For a while, our team has been looking for a guest that can speak to the relationship between the State of Maine and our aging population. What systems currently in...
Executive Summary
In today's day and age, we're having more and more conversations with our financial planning and advisory clients that they haven't saved enough for retirement. It's...
Executive Summary
7,300 days. 175,200 hours. 10,512,000 minutes.
That is the amount of time you can expect to have in retirement, considering the average length of retirement is...
Executive Summary
Cybercriminals and fraudsters will always attempt to go after the most vulnerable targets, and not enough is being done to protect and educate the elderly who are among...
Executive Summary
We did things a little differently this episode – no guest! Instead, Ben and Curtis sat down to give you a Retirement Potpourri. Tune in to hear them give an update on...
Executive Summary
According to a September 8, 2020, CNBC article "Here’s what you need to know about moving in retirement" by Jill Cornfield, “Sixty-four percent of retirees say that they...
Executive Summary
In today's day and age, we're having more and more conversations with our financial planning and advisory clients that they want their values to be incorporated in all...
Executive Summary
According to U.S. Energy Information Administration (EIA) data from 2017, the average monthly energy bill in Maine is just $87.21. That’s the lowest average energy bill of...
