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...
Benjamin Smith, CFA
Recent Posts
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...
Executive Summary
It's estimated that for the average American retiree, 40% of our retirement income comes from Social Security. But how do I make sure that I'm making good decisions about a...
Executive Summary
Earlier in our shows, we had two estate planners come on and talk about the importance of having an up-to-date estate plan. In our experience as financial planners, many people...
Executive Summary
What's the one "hobby" that everyone associates with retirement? They might say "So now that you're retired, I bet you're playing lots of golf". Well, for some retirees that's...
Executive Summary
As we change from one stage of our life to another, one thing we observe is the RESISTANCE and STRUGGLE of losing our identity from a previous stage of life. Maybe we were a...
Executive Summary
What if we're thinking about retirement all wrong? What if retirement ISN'T exchanging a binge on working for 40 years for a binge of NOT working for 30 years? Many of the clients...
Executive Summary
For many Mainers, families have a place where they retreat to during the spring, summer, and fall months and enjoy the best that Maine weather has to offer. Many families use this...
Executive Summary
What if there was a time machine? How would it change our lives? Would you do things differently if you could? Well, today we're talking about a different take on a time machine. As...
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 life...
