Before I even start this update, I want to make a disclaimer (how about that, right off the bat!). I have given great...
Blog
Outsmarting the Insurance Companies & Hospital-Owned Medical Practices….
Maintaining Your Good Health into Retirement Most financial advisors focus on those who are not ready for retirement...
This month’s blog features an article from Tax Attorney James Wade. Check it out!
Know the rules: tax consequences of dividing property in divorce. Here is an article written by my Colleague, Jim Wade...
Public Service Announcement – How to check to see if your password has been stolen.
Hello Everyone, I wanted to give you all this quick public service announcement. At our annual conference this year we...
If you are contemplating divorce and you have or will have Maine State Retirement…read on!
Getting Divorced In Maine & You Have Maine State Retirement (teachers)? The Deck is Stacked Against you.....Read...
How do we feel about buying financial or insurance products over the phone?
Senior Citizens are often sold something that they don't understand—even from a reputable source like the Life...
Fine tune your Company Sponsored Retirement Plan….before the DOL Fines you!
CALLING ALL HUMAN RESOURSES AND EXECUTIVE LEVEL PROFESSIONALS So, you own your own company, or you run a company, and...
So you’re going through a divorce and you don’t want to see a divorce attorney….
Story of the Week, a client of mine age 62, referred me to her adult daughter. Her daughter was recently separated...
Your Financial Plan Is Only As Strong As The Weakest Financial Plan Of Someone You Care About.
Hello again! A few weeks ago I reached out to all of you to let you know about our recent name change to WealthSmith...
Hello everyone, I have an official announcement to make. If you are not on my email list, please read on :).
Hello everyone! I wanted to make an announcement to all of you who I consider part of the New England Retirement...