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.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Data Breach: Your Security To-Do List
This article provides a checklist of steps to take if you experience a data breach.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
It's important to understand the pros and cons when considering a prepaid debit card.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Reasons to retain your coverage into your retirement years.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your capital gains tax.
This calculator can help determine whether it makes sense to refinance your mortgage.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much you have the potential to earn during your working years.
This calculator compares the financial impact of leasing versus buying an automobile.
Do you know how to set up your financial goals for success? This knight does.
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.
Learn about the difference between bulls and bears—markets, that is!
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
A special needs trust helps care for a special needs child when you’re gone.