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.
This calculator shows how inflation over the years has impacted purchasing power.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
What can be learned from the savings rate?
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Don’t overlook the need for renter’s insurance if you rent your home.
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
It's easy to let investments accumulate like old receipts in a junk drawer.
An amusing and whimsical look at behavioral finance best practices for investors.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Imagine your ideal post-pandemic retirement with this animated video.