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Author Archive for: ‘Birchbrook Team’

2020 6 19 Blog Post Image Scaled

A Busy Few Weeks for Fed Watchers

It has been a busy few weeks for Fed watchers! Below are actions and opinions coming out of the central …

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Your Questions – Answered: 2019 SECURE Act and 2020 CARES Act Provisions for IRAs

Lucie Estabrook, CEO of Deighan Wealth Advisors, interviews Senior Advisor, Jenifer Butler, about provisions in the 2019 SECURE Act and …

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1Q 2020 Market Commentary

In 1697, Willem de Vlamingh led a team of Dutch explorers to Western Australia. It was there that the weathered …

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2020 3 27 CARES Act Blog Post Scaled

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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2020 3 24 DWA Tax Filing Blog Post Scaled

***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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2020 2 27 Facemask Photo Scaled

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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2020 1 24 Blogpost Pic Dune

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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2019 4Q Mkt Comm Photo Paint

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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