Category Archives: 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 or those who don’t have enough money saved. The following information is for those who are financially ready for retirement and are wondering how to make sure their retirement savings will last. WealthSmith Financial Planning specializes in…
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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 of The Law Office of James D. Wade, about an issue that affects any couple who are divorcing, and they have property to divide up (basically everyone getting divorced!) Jim, located in Portland, Maine, is my go-to…
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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 On! My name is Gary Smith. I own WealthSmith Financial Planning, LLC in the Portland Old Port. As a CERTIFIED FINANCIAL PLANNER™  professional I often receive calls from people who are thinking about filing for divorce. It is,…
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IRS CIRCULAR 230 This material is not intended to provide legal, tax or investment advice, or to avoid penalties that may be imposed under U.S. Federal tax laws, nor is it intended as a complete discussion of the tax and legal issues surrounding retirement investing. You should contact your tax advisor to learn more about the rules that may affect individual situations.
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