News

Here are some articles and thoughts that you might find interesting

Retirement Seminar

Coming up soon, on May 22nd at 6 PM in Old Orchard Beach, I'll be running a retirement income seminar.   During this seminar which is expected to last roughly an hour, we’ll cover the following topics and more: My personal and professional background What are your...

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Schedule a Meeting

Going back and forth with dates and times can be exhausting.  I've added a new tool to my website that will allow you to pick an appointment that works for you and to indicate where you'd like to meet.  Take a look here and book an appointment to chat anytime.

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A Fresh Look

Big news!!  We've got a brand new website.  You'll find a far more smooth and organized layout.  This new site is also a mobile responsive site.  This means that it will reorient itself when you view it on a phone or tablet.  At the bottom of each page, you'll find a...

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Moving Day!!!

After a very long time, a move was in the cards. Come see our new office spaces at 66 Pearl Street, Suite 310 in Portland. More space, a better set-up, and a great location. We hope you'll like it.

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Ask an Expert with Time Magazine

Many of us are parents and we have visions of a wonderful life for our children.  As they grow, there are times where we want to assist them financially.  Time.com's Money section fielded a question on this topic in their Ask an Expert column and I got the chance to...

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Work with a CFP Professional

You need to work with a CFP(R) Professional for your financial planning and investment needs.  After all, we taught this guy his moves.  See this video for more.

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When To Take Social Security

This is always an individualized discussion for a client, but this article from Financial Planning Magazine gives a few topics to think about first.  Well worth the read.

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New Site!!!

I have the  pleasure of being listed on a great new site by a firm called Local Thunder that is www.gr8portlandme.com.  The purpose of this site is to highlight and support businesses in Portland that can benefit residents and visitors alike.  See what you...

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Apple is Bigger Than What??

Come on!!!  Really????  Apple is worth more than the fleet of aircraft carries that belong to the U.S. Navy???  Apparently so. Read on for this and other surprises.

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The Importance of Your Estate Plan

Here are a pair of articles for your reading that highlight the importance of proper estate planning.  While the articles focus on a pair of incredibly wealthy individuals, don't let the dollar signs cloud the point while you read through each piece.  The level of...

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