The Baby Boomer Generation in the 2020s

The Baby Boomer Generation in the 2020s

The guiding forces behind baby boomer life in the 2020s are high expectations during a much longer retirement, more investment choices but less investment safety, and rising interest rates.

The Challenges of Caregiving for a Spouse

The Challenges of Caregiving for a Spouse

The Challenges of Caregiving for a Spouse Jesse Bifulco, Attorney, Camden Maine Caring for a seriously ill spouse can trigger relationship challenges. In the process of change, you can lose your best friend, your love, and your future as you both had imagined it....
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.

Common Estate Planning Myths

Common Estate Planning Myths

Estate planning can be a very difficult process. The planning requires us to face the fact that we will not live forever.