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Financial Planning Blog

Doctors Without Borders Recap

The Annual Maine Doctors Without Borders Fundraising Evening was a great success! Our firm and our committee feel very proud to have been able to share the important lifesaving mission of Doctors Without Borders within our community. Thank you to all our important donors and attendees, you made the evening an engaging, meaningful and enjoyable experience. It was a really wonderful night, and your contributions make a real difference to the lives of so many. We also want to thank our guest speaker, Tim Harrison, who offered a thoughtful, riveting, and eye-opening presentation about his first-hand experience in extremely challenging medical situations in South Sudan and the Mediterranean. He is a real hero.

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Bon Voyage Interns!

This past Summer we were happy to welcome two new interns and provide them with an up close look into the world of wealth management. Although we're sad to see them go, we did spend some time learning more about what they took away from the experience. 

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How to Assemble The Right Team of Trusted Advisors

Having a team of skilled and knowledgeable business professionals is one of the best ways to protect your family’s wealth. However, assembling the right team can be a challenge. Members of this team should not only have unique abilities and varied areas of expertise, but they must also be reliable and trustworthy. So how do you build this team? Just follow the steps below to create your very own super group of advisors!

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Do You Know When It's Time to Get a Wealth Advisor? 10 Life Events That May Be Bigger Than You

Life is full of personal and professional challenges, all of which help us to learn and grow. However, these challenges also take up much of our time, making it difficult to manage finances effectively.

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Buy vs. Leasing a Car - What Should I Do?

When it comes to getting a new car, you have two primary options: buying and leasing. Each of these options offers different advantages and disadvantages, so it is important to compare them carefully before making an informed choice. Below is some basic information you can use to simplify your decision.

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