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Maine banks face questions after bank collapses in other states
"You need to be ready for, 'What if a bunch of people do start coming in and wanting their money for whatever reason?' Quentin said.…
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Spinnaker financial planners promote senior vice president
Spinnaker Trust has promoted a senior vice president and senior client advisor to a principal of the firm.Drew Oestreicher, who joined Spinnaker in 2013, has nearly three…
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6 New Year’s resolutions for retirement: back to basics
As we approach the end of 2022 — a year marked by high inflation and turbulent markets — it’s a good time for a retirement-planning…
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What Coolio, Prince and Picasso didn’t have that you should
When the rapper Coolio died in September, he joined a group of notables that includes Prince, Howard Hughes and Pablo Picasso — all of whom…
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Portland wealth management firm adds to team
"We are thrilled with the additions of Taylor and Dave to our portfolio management group," Amanda Rand, president and CEO of Spinnaker Trust, told Mainebiz.…
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If you’re over 72 with an IRA, make sure you do this before the year ends
By year-end, owners of individual retirement accounts (IRAs) who are 72 or older must take their required minimum distribution (RMD) before the Dec. 31 deadline,…
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Home Grown With a lift from Spinnaker Trust, Johnny’s Selected Seeds flourishes, while remaining true to its roots.
Johnny’s Selected Seeds is committed to helping growers and gardeners succeed with superior seeds, tools and service. We think your ESOP deserves the same thought & care.Check…
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How-To’s for Family Business: Protecting a Lifetime of Savings
The Institute for Family-Owned Business presents another informative "How To" for Family Business, this one focuses on breaking down the “bricks & mortar” of owning,…
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How to determine whether you’re ready for the exit
Small business owners are rethinking retirement timelines, whether it’s because they're worn down by the pandemic, are impacted by the relentless pressures of inflation and…
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Gig and self-employed workers need this to save for retirement
Only 60% of American workers have access to employer-sponsored defined-contribution plans, according to the U.S. Bureau of Labor Statistics, and only 43% were active participants.Meanwhile,…
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How businesses can avoid common ESOP pitfalls!
Spinnaker's experts on ESOP Trustee Services, Laura M. Pfeiffenberger, ASA, MBA, MSA & Jeannie Pendergast, CPA explain how to avoid a few common ESOP mistakes…
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The Day That Changed Everything
More than a decade ago just after Amanda Rand had given birth to her third child, an unexpected health scare shook her world. Amanda takes…
