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How to Approach the Proposed Tax Changes

It is hard to believe that the days are already growing shorter.  Before we know it, the end of the year will be upon us, which means tax planning season is just around the corner.  At present, there is much uncertainty surrounding the upcoming tax season.  Earlier this year the … Continued

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Investing in an Inflationary Environment

Most of us notice the rising cost of our grocery bills. We pay more for gas. Anyone undertaking a building project sees that the price of building materials soared. These rising costs lead many to ask, “Is this inflation?” What should I do? Let’s start with a quick primer on … Continued

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News at Means

Pictured Left to Right: John Dudley, David Cust, Paul Means, Susan Dietz, Wendy Porter, and Zach Means The month of May has been a refreshing month here at Means, with much to celebrate. Not only have we had the pleasure of enjoying the joys of spring with the warmer weather, … Continued

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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. We hope you enjoy this article, which was provided to us by Sarah Ranger and … Continued

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Important Changes to 2021 IRS Deadlines

Earlier in March, the IRS announced a 2020 federal income tax filing deadline extension for individuals to May 17, 2021. Some states, including Maine and South Carolina, also extended their 2020 individual income tax deadline to May 17, 2021. It is important to note that the IRS did not extend … Continued

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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. A correction is coming.” As advisors, we’ve heard questions and statements like this a lot lately. With historically low interest rates, most people recognize that it … Continued

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7 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 involves all of that, but it also can be a great opportunity to work with your … Continued

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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. They offer a year-end price target, indicating where they expect the markets to end the year. “We are … Continued

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Perspectives 2020/2021

Check out our Year-End Booklet, Perspectives! Click to view.

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Year-End Giving

As the holiday season and end of the year approach, 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 also some significant tax benefits. Here are a few strategies to consider as you think … Continued

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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, won each state. Massachusetts went to Clinton. Florida went to Trump. It was neck and neck. I flipped from one major news network to … Continued

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Speculation is Not a Plan

With what feels like more headline-worthy events than one can count, 2020 certainly has been a year to remember. As we look toward the fall, it seems that the drama of 2020 will only continue as we face an upcoming presidential election coupled with the threat of a new spike … Continued

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