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.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Here are 4 great, and sometimes unexpected, places to raise a family.
Understanding the value of a home warranty.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
When you’re married and have children, insurance needs will be different.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Estate conservation is too important to put off. Do you have a smart exit strategy?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
What are your options for investing in emerging markets?
Do you know these three personal finance sayings?