About August Wealth

August Wealth Management is built on a staggeringly simple idea that is lost on many in this industry which is, to provide sound, purpose-based advice on a client by client basis. There is no “one size fits all” philosophy that can be applied to multiple clients. Each of us brings our own set of highly unique hopes and fears, needs and wants, and strengths and weaknesses to our financial lives. Learn more »

Community Involvement

Enhancing one’s community is a privilege that we all have the opportunity to enjoy.
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News

I have the pleasure of being listed on a great new site by a firm called Local Thunder that is www.gr8portlandme.com . The purpose of this site is to highlight and support businesses in... read more »
Come on!!! Really???? Apple is worth more than the fleet of aircraft carries that belong to the U.S. Navy??? Apparently so. Read on for this and other surprises. read more »
Here are a pair of articles for your reading that highlight the importance of proper estate planning. While the articles focus on a pair of incredibly wealthy individuals, don't let the dollar... read more »

How do I save for retirement

What do I do with my old 401(k)

I don’t think I’ve given my future planning the attention it needs

Do I need this many accounts

Should I think about long term care insurance

I think my parent needs better care as they age

When do I refinance my mortgage

How often should I review my will

I don’t know if I’m on the right track

How does a trust insulate the beneficiaries of my estate

How often should I review my will

Why would I need a trust

I don’t think I’ve given my future planning the attention it needs

I feel lost in preparing for retirement

Why should I contribute to my employer’s retirement plan

Are there ways to reduce the tax impact of my investments

What do I do with my old 401(k)

How do I address the topic of aging with my children

What investments are best for me

Why do I care about being diversified