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...
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...
