Congress Passes the SECURE Act of 2020

Congress Passes the SECURE Act of 2020

The impact of the SECURE Act to some retirees, near-retirees, and their future beneficiaries is profound, and it is imperative to schedule a review of your retirement, estate, and trust plans.

Wealthy Retirees are Cautious on Spending

Wealthy Retirees are Cautious on Spending

While the US economy is in a cycle of more than ten years of economic growth, its citizens, even the “wealthy” ones, are worried about running out of cash and are scared to spend.

When Is a Will Not Enough?

When Is a Will Not Enough?

While a will is a necessary document, it is still a relatively simple document that may not cover everything you want it to.

Seniors Going Back to Work in Maine

Seniors Going Back to Work in Maine

Maine Seniors Working. Many people over the age of 55 are finding they need to work longer, or that they want to start a new business or a new venture.