Executive Summary
The Huffington Post republished an article from Collective Evolution entitled, “The Top 5 Regrets of the Dying”, delving further into how these regrets exist in our...
Executive Summary
Over the past few years, we've had several clients that have kids with special needs. They’ve been taking care of them over their lifetimes, and they wonder how they can...
Executive Summary
From our client base as Fiduciary Financial Advisors, we have some really awesome clients and many that get us roaring with laughter from their stories and jokes. That...
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,...
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...
