Burd & Dalessandro Wealth Management

08/31/2026

Are you ready for retirement? We can help you know what actions to take and when to help ensure your post-work life is more relaxing than taxing.

PortlandME 207

Our pre-retirement checklist may help you improve your savings.

08/31/2026

Are you ready for retirement? can help you know what actions to take and when to help ensure your post-work life is more relaxing than taxing.

PortlandME 207

Our pre-retirement checklist may help you improve your savings.

08/26/2026

If you needed help with everyday activities, who would step in? Long-term care planning can help you prepare for future care needs while helping protect the people you love. Message me to talk about how planning today can help protect tomorrow.
PortlandME 207

08/24/2026

A smart retirement plan doesn’t just support your team. It supports the life you’re building beyond the business. We can help you make both goals work together.
PortlandME 207

08/21/2026

PortlandME 207
One of the most important parts of my role is helping clients stay focused amid changing market and economic conditions. This article takes a closer look at the latest tariff developments and provides useful context on what they may mean for the economy, markets and long-term investors.

Why today’s tariffs may have more staying power.

08/12/2026

One day, you’re celebrating the start of a new job. Then you blink and you’re toasting to your retirement. Let’s review your retirement savings and make sure you’re on-track.

08/02/2026

Are you five years or less from retirement? If so, it’s time to start planning your Social Security income strategy. We can help you understand your benefits to know when you should start collecting.

PortlandME 207

Find out what Social Security benefits you may qualify for and how the federal program works.

07/31/2026

PortlandME 207

If you’d like to explore whether alternative investments, like private credit, are appropriate for your unique situation, let’s connect. We can review your portfolio’s asset allocation and make sure it’s aligned to your risk tolerance, financial goals and time horizon.

Investor anxiety surrounding the private debt market is heightened.

07/29/2026

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Every parent wants to give their child a strong financial start. Let’s connect if you’d like guidance on what might be the right investment vehicle for your family’s goals and priorities.

Explore the different investment accounts that can help you support your child’s financial future.

07/27/2026

PortlandME 207

As we enter the second half of 2026, strong earnings, AI innovation and a resilient economy continue to support markets. But with expectations running high, investors may face more volatility in the months ahead. Let’s connect if you’d like to discuss risks and potential opportunities in this changing environment.

Find out why markets may need to clear a higher bar in the back half of the year.