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.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Simple steps may help you foil hackers and protect your privacy.
Even low inflation rates over an extended period of time can impact your finances in retirement.
The item most homeowners forget on their home improvement project checklist is insurance.
Technology tips to make your next trip even better.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you should be saving for college.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Agent Jane Bond is on the case, cracking the code on bonds.
Estate conservation is too important to put off. Do you have a smart exit strategy?
It’s never a bad time to speak with your financial professional about changes in your situation.
Check out this video to begin separating fact from fiction.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
A bucket plan can help you be better prepared for a comfortable retirement.