Changes in Required Minimum IRA Distributions under the CARES Act
On March 27, 2020, after unanimous Senate approval, the House approved the Corona virus Aid, Relief and Economic Security (CARES) …
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***UPDATE*** 2019 Federal AND Maine Income Tax Deadline Extension to July 15, 2020
Maine Governor Janet Mills announced on Thursday, March 26, 2020, that Maine would join the IRS in extending the deadline …
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Coronavirus and Market Volatility
With the recent uptick in market volatility and with all the scary and contradictory headlines floating about, we wanted to …
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Financial Planning for the Year Ahead
Frank Herbert’s classic 1964 sci-fi novel, Dune, starts with the pre-chapter quote, “a beginning is the time for taking the …
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4Q 2019 Market Commentary
Like biology or chemistry, asset valuation is a science of ratios, formulas, models, and rules of thumb. As with any …
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A Fond Farewell to Karen!
It’s the end of an era – Karen is retiring! Although we knew the day would come, this message is …
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3Q 2019 Market Commentary
“Contrariwise,’ continued Tweedledee, ‘if it was so, it might be; and if it were so, it would be; but as …
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Exploring the Options for Student Loan Repayment
As we approach the end of summer, the joy of a new school year serves as a good reminder of …
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Property and Casualty Insurance: How to be Properly Protected
Stuff happens. Call it inattention, something overlooked, or just plain bad luck, but bad things can happen to nice people. …
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