Understanding Today’s Financial Environment
Welcome, I’m Sandra Morin, EA, a financial and accounting professional in Bradley, Maine. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, tax, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
We also understand that small business owners each have unique accounting, tax, payroll, and retirement needs for their business. At the initial conference, we discuss the nature of the work to be done for you and the fee arrangement.
Our professionals have years of experience in accounting, tax, and financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call 207.827.0408.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
How Income Taxes Work
A quick look at how federal income taxes work.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Good employee health can be great for the company’s bottom line.
A collection of tips from professional travelers.
Life insurance proceeds are generally tax-free. But not in all cases.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Five creative (and inexpensive) ideas for motivating your employees.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Assess whether you are running “in the black” or “in the red” each month.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate your monthly and annual income from various IRA types.
There are a number of ways to withdraw money from a qualified retirement plan.
There are a few things to consider when buying or leasing your next vehicle.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Do you know these three personal finance sayings?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
When do you need a will? The answer is easy: Right Now.