News

Here are some articles and thoughts that you might find interesting.

Posted Sep 1, 2017
After a very long time, a move was in the cards. Come see our new office spaces at 66 Pearl Street, Suite 310 in Portland. More space, a better set-up, and a great location. We hope you'll like it.
Posted Oct 20, 2014
Many of us are parents and we have visions of a wonderful life for our children.  As they grow, there are times where we want to assist them financially.  Time.com's Money section fielded a...
Posted Feb 28, 2014
You need to work with a CFP(R) Professional for your financial planning and investment needs.  After all, we taught this guy his moves.  See this video for more.  
Posted Mar 29, 2013
This is always an individualized discussion for a client, but this article from Financial Planning Magazine gives a few topics to think about first.  Well worth the read.
Posted Mar 14, 2012
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...
Posted Mar 7, 2012
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.
Posted Dec 13, 2011
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...
Posted Sep 19, 2011
Recently I had the pleasure of being interviewed for this article to be featured in Newsmax Magazine's September 2011 issue .  I hope that you find it interesting.  Those who are already...
Posted Jul 26, 2011
It wasn't too long ago that we were in the midst of a financial crisis that seemed to overwhelm the daily news.  I suppose you could say that much hasn't changed as home values are low,...
Posted Jun 24, 2011
This is a blog from Carl Natale who saw me speak as part of a panel this morning on how businesses that operate in highly regulated areas use social media.  While I don't hold myself out to be...
Posted Apr 26, 2011
As you browse our website, you'll find that we have organized the site into points of interest that are based on phases of life that many of us encounter.  The information contained under each...
Posted Feb 21, 2011
We all know that government programs on all levels can be exceedingly confusing. The difficulties of maneuvering through the minutia and confusion of the Medicaid and Medicare programs can...
Posted Feb 7, 2011
April 15th is approaching like a run-away train. If you're like most, you've delayed preparing your taxes or assembling the needed documentation for your tax preparer. Ensure your taxes being...
Posted Feb 1, 2011
Whether it is your child who is about to step out on their own, or you are the one beginning in the working world, success is a few prudent steps away. This article highlights the importance in...
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News

  • After a very long time, a move was in the cards. Come see our new office spaces at 66 Pearl Street, Suite 310 in Portland. More space, a better set-up, and a great location. We hope you'll like it. read more »
  • Many of us are parents and we have visions of a wonderful life for our children.  As they grow, there are times where we want to assist them financially.  Time.com's Money section fielded a...  read more »

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