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Five near-bankruptcies to help clients manage risk

Five near-bankruptcies to help clients manage risk

‘We’re really glad you made all these mistakes.’ This financial planner uses his five near-bankruptcies to help clients manage risk. By Morey Stettner July 19, 2022 Like many financial advisers, Rick Kahler runs a successful practice. But he may be the only one who...
Spending without guilt

Spending without guilt

Spending without guilt By Myriam Robinson June 28, 2022 Treat Yo’ Self! It sounds fun and easy, right?! But for every Tom and Donna who can spend without a second thought (on a planned, specific day so there’s a layer of responsibility), there’s a Ben who has trouble...
Five near-bankruptcies to help clients manage risk

How to find a financial planner who’s right for you

How to Find a Financial Planner Who’s Right for You May 3, 2022 Question: I am new to investing and looking for a financial adviser. Do you have any advice for me? Answer: Plenty of people go to advisers with little to no experience in investing, but not all...
Five near-bankruptcies to help clients manage risk

Meet with Your Financial Adviser Often

How Often Should Your Financial Adviser Be Meeting With You? By: Alisa Wolfson | May 2, 2022 Question: We need a new advisor. We are not wealthy and don’t have a high net worth, however, our combined married income is pretty decent, and we should have more in...
How to Guard Your Penobscot County House

How to Guard Your Penobscot County House

How to Guard Against Cyber Thieves Stealing Your Penobscot County House By: Judy Harrison | April 27, 2022 Penobscot County homeowners now have the ability to track whether their property or someone else’s has changed hands without their knowledge, as part of an...