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Friday, May 1, 2026

Inheriting an investment portfolio can be both a financial windfall and an emotional challenge. A portfolio often represents years of someone else’s discipline, goals, and identity. Understanding the options and rules can help you...

Friday, January 23, 2026

This article was featured on Forbes.com website, May 2022 In 30 years as a financial advisor, I have been asked some very good questions by families and institutions who were considering hiring our firm for financial planning or wealth...

Friday, January 23, 2026

This article was featured in Maine Seniors Magazine, January 2022 As I paced the office struggling to come up with a thought provoking topic for this month, I spied the current issue of Downeast Magazine profiling the lives of 70...

Friday, January 23, 2026

This article was featured on Forbes.com website, September 2024 When I sit down with clients in our office, we often spend time discussing how they intend to use their money to live their life and accomplish their goals. For those who...

Friday, January 23, 2026

This article was featured on Forbes.com website, March 2021 If you drove a car to Boston prior to the invention of the GPS (Global Positioning System) you can probably recount horror stories of missing turns, getting off the wrong...

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Friday, January 23, 2026

This article was featured in Maine Seniors Magazine, December 2020 On my very first ride on a mountain bike a couple of years ago, my brand-new bike made it to the bottom of the first steep hill before I did!! …mountain bike disc...

Friday, January 23, 2026

This article was featured in Maine Women Magazine, March 2022 If you’ve kept an eye on your 401k or IRA statements over the past two years, there’s a good chance you’ve seen your balance grow. After the brief bear market of early 2020,...

Friday, January 23, 2026

This article was featured in Maine Seniors Magazine, September 2020 As the end of the year approaches, set aside some time to revisit your goals and reflect upon your financial plans while looking forward to the future. The SECURE Act...

Friday, January 23, 2026

This article was featured on Forbes.com website, May 2022 With the U.S stock market experiencing its first significant correction in a couple of years, it seems like a good time to discuss some of the psychological biases that can...

Friday, January 23, 2026

This article was featured in Mainebiz Magazine, July 2024 Adults in their 40s and 50s are increasingly becoming known as the sandwich generation as they are often trapped in between aging elderly parents and raising their own children....

Friday, January 23, 2026

This article was featured in Downeast Magazine, March 2023 The team at Waterville’s Golden Pond Wealth Management knows how to help clients invest with an eye towards social impact. In the mid-’90s, Brian Bernatchez bought and...

Friday, January 23, 2026

This article was featured in Maine Seniors Magazine, June 2022 Before anyone talks about financial planning and setting goals – we first want to think about what is most valuable to you. What are your values and what do you value? What...

Friday, January 23, 2026

This article was featured in Maine Seniors Magazine, March 2018 With the passage of the new tax law at the end of 2017, my first thought when I sat down to write this article was to focus on a discussion of all the major changes in the...

Friday, January 23, 2026

This article was featured in Maine Women Magazine June 2021 If you followed the stock market in 2020, you know that it was a rollercoaster ride. The market’s initial reaction to COVID-19 was swift and dramatic: the S&P 500 dropped 34%...

Friday, January 23, 2026

This article was featured in Maine Seniors magazine, March 2019 After nearly a decade of above average returns in the stock market, volatility and the first major correction in years have made many investors fearful and unsettled...

Friday, January 23, 2026

This article was featured in Maine Women Magazine, June 2022 Higher education is one of the biggest expenses families face, and tuition costs are not expected to drop any time soon. Education after high school is so important to your...

Friday, January 23, 2026

This article was featured in Maine Seniors Magazine, September 2021 What are goals? Merriam Webster defines goals as “the end toward which effort is directed.” According to Wikipedia, “a goal is an idea of the future or desired result...

Friday, January 23, 2026

This article was featured in Maine Seniors Magazine, June 2021 For the past year, the Covid pandemic has had all of us measuring and remeasuring our personal risk budgets daily as we strive to protect ourselves and our families from...

Friday, January 23, 2026

This article was featured in Maine Seniors Magazine, June 14, updated through 12/31/2019 Sequence of Investment Return Risk– The “FLAW” of Averages With the bull market in U.S. stocks reaching its 5 year anniversary and most companies...

Friday, January 23, 2026

This article was featured in Maine Women magazine, January 2023 At my house, my husband and I have a fairly clear division of chores and responsibilities. My husband takes out the trash, mows the lawn, hires the snowplow driver, and...

Friday, January 23, 2026

This article was featured in Maine Seniors Magazine, June 2020 In most families, there is very little discussion of money and finances. In most schools, from pre-k through high school and college, financial literacy is not woven into...

Friday, January 23, 2026

This article was featured in Maine Women Magazine, September 2021 For the rest of our lives, we’ll be comparing Maine Women Magazine September 2021 “pre-pandemic times” and “post-pandemic times.” We’ll reflect on how we spent our days...

Friday, January 23, 2026

This article was featured in Maine Seniors Magazine, June 2018 As the days warm and you return to your favorite place to relax, our thoughts may turn to “what happens when I am gone?” That place might be your cottage, summer home,...

Friday, January 23, 2026

This article was featured in Maine Seniors Magazine, March 2020 We recently were hired as investment advisers by a couple with passionate ideas about what they wanted their money to do for their family and the world around them. They...

Friday, January 23, 2026

This article was featured in Downeast Magazine, February 2025 The team at Waterville’s Golden Pond Wealth Management advises clients who wish to help their family’s younger generations. Becoming a grandparent is a milestone when many...

Friday, January 23, 2026

This article was featured in Maine Women Magazine, December 2021 Receiving a year-end bonus is far from a universal experience. However, many people end up with a little extra cash around the holidays. Depending on your financial...

Tuesday, July 8, 2025

This article was featured in Maine Women Magazine, December 2021Receiving a year-end bonus is far from a universal experience. However, many people end up with a little extra cash around the holidays. Depending on your financial...

Monday, April 14, 2025

This article was featured in Maine Seniors Magazine, December 2017 Whether it is gifting to family or to a charity, the first question is, what is the purpose? Are there strings attached to the gift? What’s important about this gift to...

Thursday, April 10, 2025

This article was featured in Maine Seniors Magazine, June 2019 You are retired and financially secure, but you worry about your child, grandchild, or family friend with a disability. How will they be taken care of after you are gone?...