Executive Summary
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...
Executive Summary
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...
Executive Summary
Disability is something many Americans, especially younger people, think can only affect the lives of other people. Tragically, thousands of young people...
Executive Summary
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...
Executive Summary
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...
Executive Summary
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...
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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...
The Retirement Success in Maine Podcast Ep 064: Understanding the Impacts of Inflation on Retirement
Executive Summary
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,...
Executive Summary
The word gratitude is derived from the Latin word gratia, which means grace, graciousness, or gratefulness (depending on the context). Gratitude is a thankful...
Executive Summary
Currently, more than 29,000 people in Maine are living with Alzheimer’s disease, and over 46,000 caregivers provide 68,000,000 hours in unpaid care. Dementia caregivers...
