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.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Raise Your Retirement Income
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Here are 4 great, and sometimes unexpected, places to raise a family.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Here's a breakdown of how the federal government spends your tax money.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator demonstrates the power of compound interest.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Smart investors take the time to separate emotion from fact.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
How do the markets usually react to elections? Was the 2016 election any different?