-
Are you a set-it-and-forget-it investor? Why you should still check in on your retirement investments.
“Set it and forget it” can help you establish a plan and exercise discipline, but sometimes it’s OK to ignore that advice.
-
Don’t know what your Social Security benefits will be? Uh oh.
What people don’t know can hurt them in planning for the long haul of retirement
-
‘The talk’: Bringing up estate planning with your family
When parents have teenagers, “the talk” usually refers to a conversation about birds and bees, but as children age into adults there is another equally…
-
What people don’t know can hurt them in planning for the long haul of retirement
It can be stressful to consider your financial future, especially if retirement is on the near horizon. So many unsettling questions loom. Luckily there are…
-
Hiring a financial adviser? Do your due diligence.
‘Are they asking about your situation and trying to learn about what you need, or within five minutes are they pushing high-pressure sales tactics?’
-
Spinnaker Trust adds board member with experience in venture capital, impact investing
Spinnaker Trust has appointed the chief ventures officer for the Gulf of Maine Research Institute to its board of directors. Blaine Grimes brings more than 30…
-
Spinnaker Trust names Jose, Vice President, Client Advisor, Director of Private Markets
PORTLAND — Spinnaker Trust is pleased to announce that Eben Jose, CFA, has been named vice president, client advisor, director of private markets. In his…
-
Spinnaker Trust becomes Founding Sponsor of McGoldrick Center with $50,000 gift
Portland, Maine (May 31, 2023) – The University of Southern Maine Foundation announced that it has received a $50,000 “founding sponsor” gift from Spinnaker Trust, a Portland-based trust company.…
-
4 strategies to recession-proof your retirement plan
Protecting your retirement in the face of a potential recession means taking a hard look at your financial plan and making sure you have enough…
-
What’s your retirement ‘number’? How to figure it out.
There’s a lot of numbers to weigh when it comes to retirement—but what’s your number? Working Americans think they need $1.1 million to retire, according to…
-
Tips for Maine bank depositors worried about turmoil
If Maine bank depositors are worried about their accounts in the wake of the current industry turmoil, what can they do?
-
‘Small steps absolutely matter.’ Lack of emergency savings puts retirement at risk.
Without an emergency savings, people are more likely to take loans or withdrawals from their retirement accounts. How to get started.
