Financial Planners

  1. Senior Estate Planning Skills in New Brann & Isaacson Partner

    The law firm of Brann & Isaacson is pleased to announce that Kenleigh A. Nicoletta has become a partner of the firm. She is a member of the Maine Bar, and serves on the Board of the … Continue

  2. Is Long Term Care Insurance a Good Investment?

    Should You Consider Investing in Long Term Care Insurance? A Q&A with Barry Kohler, SVP and Director of Trust and Wealth Management at Androscoggin Trust and Wealth Management Q: What’s the simple definition of long term care … Continue

  3. AARP Maine Marks Social Security 78th Anniversary

    Noting Social Security’s importance to millions of Americans including 299,875 Mainers, AARP continues work to protect and strengthen the program. WASHINGTON, D.C. – On the eve of the 78th anniversary of the creation of Social Security, which … Continue

  4. Medicare and YOU! 2011 Educational Seminars

    Many Maine Medicare Beneficiaries find their healthcare coverage options confusing as well as overwhelming.  With Medicare and YOU! educational seminars, Caroline Irwin will take the confusion out of Medicare by discussing the four components of Medicare and how they work … Continue

  5. Long Term Care Insurance: Investing Instead? A Case Study

    “I think I’ll just invest the money ever year, instead of spending it on long term care insurance. That way, I’ll have enough money to pay for care myself.” by Kerry Peabody Often, a client sees the … Continue

  6. Common Medicare Questions for 2011 Enrollment

    Annual enrollment is the one time of year Medicare beneficiaries have the opportunity to evaluate all their options and choose the best coverage for their needs.  Medicare options can be overwhelming, which is why so many people … Continue

  7. Tax Credits Part II: Long Term Care?

    Tax guru I am not, but I thought it might be helpful to review some of the federal tax rules related to family care providers’ medical and dental expenses. Since this is a pretty long article, I’ve … Continue