11 River Basin Lane, North Yarmouth, Maine 04097 United States
tel: 207-846-8787
toll free: 855-440-0010

Preston Galarneau
Deborah Galarneau

  • Realistic Financial Planning
  • Risk Managed Investing
  • Integrity And Outstanding Service
  • Sleep Better At Night

Blog

How to Create Order out of Chaos with Your Financial Records

It should not take the filing of a tax return or a death in the family to finally create order out of paper chaos so you are not forced to scramble in those critical circumstances. The chances of making costly errors are too great not to take some very simple, albeit essential, measures to get and stay organized all year long.

Whole Life Insurance as a Tax Diversification Strategy

For many people, life insurance forms the security foundation of their financial plan. While most financial planners recommend that life insurance be purchased for its protection, and not as a primary savings vehicle, few would argue that cash value life insurance doesn’t have some fairly unique and attractive savings features.

Managing Investment Risks

In my opinion, it is impossible to predict future stock market returns. Investment models can produce hypothetical returns but they can’t account for future events. So, in my opinion, investors who manage their investments based on market performance or what they perceive as opportunities for better returns have very little control over the outcome.

The Keys to Building Wealth

For many Americans, building true wealth might seem elusive, even illusory considering that many people, who very recently were sitting on six and seven figure 401k plans and home equity values, now feel unprepared for retirement. The lessons learned from the financial crisis is that wealth can be fleeting.

How to Increase Your Returns with Tax-Savvy Investing

After market-risk and inflation-risk, which investors take great strides to mitigate through sound investment practices, taxation-risk presents the biggest obstacle to building wealth. A sound investment strategy not only seeks to generate returns on your capital, it also seeks to preserve as much of your capital as possible to keep it working for you.

Newsletter First Quarter 2014

After a strong finish in the equity markets for 2013, the New Year brought some concerns about an unusually severe winter climate, and the sustainability of an economic recovery.

Syndicate content
Website Design For Financial Services Professionals | Copyright 2023 AdvisorWebsites.com. All rights reserved