Estate Planning 101
By: Sarah Ranger and Rachel Trafton, Maine Elder Law Firm As you know, we strongly believe in the importance of estate planning. This month we wanted to share with you some key estate planning information.…
Important Changes to 2021 IRS Deadlines
Earlier in March, the IRS announced that the 2020 federal income tax filing deadlines were extended for individuals to May 17, 2021. Some states, including Maine and South Carolina, have also extended their 2020 individual…
Investing at All-Time Highs
“I have some extra cash, what should I do with it?” Or, “I don’t want to invest right now, the market is too high and a correction is coming.” As advisors, we’ve heard questions and…
Seven Questions to Ask Your Accountant This Tax Season
The term “tax season” might make you think about the dreaded task of collecting W-2s, 1099s, donation receipts, mortgage interest statements, and all the other documents needed to complete your tax return. Tax season certainly…
The Odds
By: Zachary Means, CEO “The only value of stock forecasters is to make fortune-tellers look good.” – Warren Buffett. Every year, top firms, analysts, and economists provide projections on the markets’ direction and offer a…
Perspectives 2020/2021
Check out our Year-End Booklet, Perspectives! Click to view.
Year-End Giving
As the holiday season and end of the year approaches, many think about meaningful ways to give. While the primary purpose of giving is to provide support to charities and those in need, there are…
Presidential Election & the Stock Market: What History Tells Us
By: Zachary Means, CEO Source: DFA Funds It was election day 2016. I’ll never forget watching the news stations read off which candidate, Clinton or Trump, had won each state. Massachusetts went to Clinton, Florida…
Speculation is Not a Plan
2020 certainly has been a year to remember, with what feels like more headline-worthy events than one can count. As we look toward the fall, it seems that the drama of 2020 will only continue…
Preserving the Family Camp, Cottage, or Lake House
This month we teamed up with Meredith Maller from the law firm Eaton Peabody to provide you with information on an estate planning topic that we often discuss with our clients. During this difficult time,…