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...
Benjamin Smith, CFA
Recent Posts
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...
Executive Summary
The next jackpot for the next Powerball drawing has hit $1.5 billion. If you win it, you won't ever have to worry about money again--right? Wrong.
With good money...
Executive Summary
In our show, we've covered many topics but we've not had the conversation about Caregiving. According to the National Alliance of Caregiving (NAC) and AARP, 53 million, or...
Executive Summary
You'd think that in retirement we are going to be stress and anxiety free and life is just six Saturdays and a Sunday, right? But, there is always something to worry about -...
Executive Summary
In the United States, the lesbian, gay, bisexual, transgender, and queer (LGBTQ+) community is large; in fact, this group makes up approximately 4.5% of the country’s total...
Executive Summary
One of the things as financial advisors, we get asked about a lot from clients, but also just people we bump into, is cryptocurrency - there just seems to be lots of questions...
