Financial Planning Blog

Hidden Tax Risks That Quietly Erode Wealth

The Exit Wave Is Coming and Most Business Owners Aren’t Ready

Has Your Business Outgrown Its Team of Professionals?

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The Hidden Value of Social Capital When Selling Your Business

5 Smart Moves to Make Before Selling Your Business

The Exit You Didn’t Plan For

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You Sold Your Business: Now What? Smart Strategies to Minimize Taxes After the Exit

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Falling into Exit Planning: How the 5 D’s Can Help You Prepare for the Unexpected

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Business Distress: Strategies for Success

Navigating the 2024 Election: Potential Financial Implications for Your Stock Portfolio

How Active Growth Planning Helps Build Value for Your Business

Life After the Sale

Chapter 2 Disagreements: How to Prepare Your Business for the 5 Ds

Chapter 1 Divorce: How to Prepare Your Business for the 5 Ds

Empower Your Financial Future: A Must-Follow Annual Financial Checklist

A 2023 Tax Guide

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End-of-the-Year Money Moves

New Retirement Contribution Limits for 2023

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Getting (Mentally) Ready To Retire

A 2022 Tax Guide

Wise Decisions with Retirement in Mind

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Top 4 Considerations When Exiting Your Privately Held Business

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How Much Money Will You Need In Retirement?

Investing During Periods of Inflation

3 Retirement Planning Myths You Shouldn’t Buy Into

Is Your Investment Strategy Tax-Efficient?

5 Step Strategy For Tax-Loss Harvesting

10 Tips on Getting Serious About College Costs with Your Kid, Part Two

10 Tips on Getting Serious About College Costs with Your Kid, Part One

Education Funding Ideas

Charting the Education Funding Path

Family Education Funding

Using College Savings Plans To Combat Rising Education Expenses

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Six Common Pitfalls of Do-It-Yourself Portfolio Management

Financial Advisor Support 101

Financial Advisor Support 101

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Top Financial Questions Being Asked During COVID-19

Financial Crisis Graphic

Recovery Planning During a Financial Crisis

Cares Act

The CARES Act Analysis – Paycheck Protection Program (PPP)

The Five Pillars of Wealth Management

Is Your Investment Strategy Tax Efficient?

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How to Assemble The Right Team of Trusted Advisors

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Why Market Timing is not a Smart Investment Strategy

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Why It’s Never Too Early To Think About Estate Planning

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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

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Is Your Retirement Savings Plan On Track?

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6 Retirement Do’s And Don’ts For High-Net-Worth Individuals

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How to Navigate an Uncertain Market

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The True Cost of Care: Planning for Dementia and Aging with Dignity

Richard Brothers Financial Advisors
50 Donald B. Dean Drive, Suite 1
South Portland, Maine 04106

207 879 2352