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.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
The market is as unpredictable as the weather. We’d love to help you prepare.
The item most homeowners forget on their home improvement project checklist is insurance.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Without your knowing, your investment portfolio could be off-kilter.
Learn a little about worldwide currency in this fun infographic
There are four very good reasons to start investing. Do you know what they are?
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator helps estimate your federal estate tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to compare the future value of investments with different tax consequences.
How federal estate taxes work, plus estate management documents and tactics.
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.
Bucket lists don’t have to be for tomorrow.
A special needs trust helps care for a special needs child when you’re gone.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
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.
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Have you found yourself suddenly single? Here are 3 steps to take right now.