Executive Summary
We've had clients in the past say to us, "I love being busy and I have a lot to offer – why not get paid while I do it?". The discussions of consulting, part-time jobs,...
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We've had clients in the past say to us, "I love being busy and I have a lot to offer – why not get paid while I do it?". The discussions of consulting, part-time jobs,...
Over the past few years, we've been hearing from our clients that they've heard about private equity and they wonder whether they should consider investing their own...
We've been having a lot of client meetings lately to discuss how 2022's investment volatility is impacting financial plans. One of the things we're hearing routinely is...
Disability is something many Americans, especially younger people, think can only affect the lives of other people. Tragically, thousands of young people...
In its most basic sense, a blended family is one where the parents have children from previous relationships, but all the members come together as one unit. Consider the...
The abuse of prescription opioids is a serious national crisis. While the opioid epidemic has been declared a national public health emergency, in Maine the situation is...
It’s time to part with our things, or with a relative's things! How do we get the most value from them? What about the collections that we've obsessed over during our...
Today we turn 65! What's one thing that every retiree is eligible for when they reach age 65? Medicare, right? Of course, we had to wait for our podcast to be Medicare...
One thing that we have been discussing a lot with our clients recently is, inflation. As we retire and we think we have so much money to live on and all of a sudden,...
The word gratitude is derived from the Latin word gratia, which means grace, graciousness, or gratefulness (depending on the context). Gratitude is a thankful...
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