LifePlan Financial

02/10/2026

Couples who talk openly about finances, including estate planning, are more likely to head into retirement joyfully. Let's have a conversation

Couples who talk openly about finances, including estate planning, stand a good chance of heading into retirement joyfully. How can you get the conversation going?

02/10/2026

Building wealth is one thing — maintaining it is another. This checklist for high-net-worth individuals outlines key strategies to protect and grow wealth, covering everything from asset assessment to smart spending plans and long-term financial security

A step-by-step framework to protect, grow and pass on your wealth across generations.

02/10/2026

What is your vision for your retirement? Let's review your goals for retirement and legacy.

If you're living below your means in retirement because you fear not having enough to leave to your kids, you might want to give yourself permission to enjoy your hard-earned wealth. After all, if you don't fly first class, your kids will.

12/05/2025

New signage on Front St in Bath.

08/16/2025

Let's connect about your financial goals!

Start as soon as possible, maximize catch-up contributions, and avoid common mistakes with these six strategies.

08/15/2025

Have you considered retiring in a foreign country?

Gen Z and millennials may think of retirement as a far-fetched reality, but for boomers nearing the end of their careers, now's the time to decide where to live.

Retirees could settle down in sunny Cyprus, where rent for a 3-bedroom apartment in the city center is around $1,850.

08/14/2025

Is your family comfortable talking about money?

Check out this interesting Forbes article on setting the next generation up for success.

Talking about money doesn’t always come naturally in wealthy families. Being transparent about financial matters can prepare younger family members for the future.

01/30/2025

Fantastic Info from once of the best around.

01/13/2025

If my clients ever ask or wonder why I insist on having a conversation before any moves, changes or suggestions, they can look up the multimillion dollar law suit edward jones is paying out now.

Don't let anyone convince you 1 way is better without discussing all options. Investing and financial security is not a 1 stop or 1 size fits all scenario, and don't trust your future to a "box store" advisory concept.

Let's have a conversation!

10/22/2024

Any questions at all... old 401ks, ira's, how to protect your savings and your family... let's have a conversation

08/20/2024

Looking to bring another executive assistant onto the LifePlan Financial team. If you would like to know more and discuss the opportunity, please contact 207-402-0488.
Part time, pay commensurate with experience, no experience necessary.