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Family Financial Planners Windham ME

This page provides useful content and local businesses that can help with your search for Family Financial Planners. You will find helpful, informative articles about Family Financial Planners, including "Marital Bli$$: Eight Money Management Tips to Help You Stop the Fighting and Start the Uniting". You will also find local businesses that provide the products or services that you are looking for. Please scroll down to find the local resources in Windham, ME that will answer all of your questions about Family Financial Planners.

Thomas Rogers
Portland Financial Planning Group, LLC
(207) 771-8821
477 Congress Street, Suite 814
Portland, ME
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Planning Issues for Unmarried & Same-Sex Couples, Insurance Related Issues, including Annuities, Socially Responsible Investments
Certifications
NAPFA Registered Financial Advisor, BA, CFP®

Karen Elise Kilbride
On Course Financial Group, LLC
(207) 775-1177
14 Pleasant Street
Portland, ME
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, Advising Employee Benefit Plan Participants, Women's Financial Planning Issues, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

Susan Veligor
Cornerstone Financial Planning, LLC
(207) 772-8133
70 Center Street, 2nd Level
Portland, ME
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues, Hourly Financial Planning Services, Women's Financial Planning Issues, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, BA, CFP®

Mr. Peter C. Neelon, CFP®
(207) 893-2255
778 Roosevelt Trl
Windham, ME
Firm
Edward Jones Investments
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Elder Care

Data Provided by:
Mr. Joshua Chase, CFP®
(207) 773-5390
366 US Route 1
Falmouth, ME
Firm
Lebel & Harriman
Areas of Specialization
Budget Development, Debt Management, Education Planning, General Financial Planning, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided by:
Michael Donahoe
On Course Financial Group, LLC
(207) 775-1177
14 Pleasant Street
Portland, ME
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, Estate & Generational Planning Issues, Helping Clients Identify & Achieve Goals, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Jeffrey Bogue
Bogue Asset Management
207-699-1331 Ext. 6331
415 Congress Street
Portland, ME
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, Planning Issues for Business Owners, Planning Concerns for Corporate Executives, Advising Medical Professionals, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Jill Boynton
Cornerstone Financial Planning, LLC
(207) 772-8133
70 Center Street, 2nd Level
Portland, ME
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Divorce Planning, Hourly Financial Planning Services, Retirement Planning & Distribution Rules, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, BA, CDFA, CFP®

Mr. Denison Gallaudet, CFP®
(207) 400-1719
67 Range Rd
Cumberland, ME
Firm
Millbrook Advisors, LLC
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Education Planning, Elder Care, Estate Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable



Data Provided by:
Jill Boynton
Cornerstone Financial Planning, LLC
(207) 772-8133
70 Center Street, 2nd Level
Portland, ME
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Divorce Planning, Hourly Financial Planning Services, Retirement Planning & Distribution Rules, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, BA, CDFA, CFP®

Data Provided by:

Marital Bli$$: Eight Money Management Tips to Help You Stop the Fighting and Start the Uniting

Provided By: 

Finance

Marital Bli$$: Eight Money Management Tips to Help You Stop the Fighting and Start the Uniting
By Eric Tyson, MBA 
Email
Jul 9, 2010, 17:53

   

Your W-2s have arrived and with them comes the annual marital tension. The two of you made a decent income in 2007 but, once again, there's little to show for it. If you're the "saver" in the marriage, you're glowering at your new-car-buying, Starbucks-swilling, iTunes downloading spouse. If you're the "spendthrift," you're deflecting her righteous indignation with a defensive "What? I'm not allowed to have any fun?"

Yes, this time of year is always rife with money conflicts and regrets-but financial counselor Eric Tyson says it doesn't have to be this way.

"Why not make this the year that you have a frank discussion about the money issues in your marriage?" suggests Tyson, author of the new book Let's Get Real About Money! Profit from the Habits of the Best Personal Finance Managers (FT Press, December 2007, ISBN-10: 0-1323416-1-1, ISBN-13: 978-0-1323416-1-5, $19.99). "For most couples, those insufficient funds are often a result of poor communication skills and other personal problems that result in difficulty handling money. If you don't address these issues head-on, you'll never get a handle on your money."

One problem that plagues modern day marriages is a tendency for the two individuals within a married couple to give in to "me" thinking instead of buying into the "we" thinking that should come when you join your life with someone else's. This phenomenon can lead to selfish overspending practices or, on the other end of the spectrum, secret money stashing.

"I've been surprised over the years by how many people have stashes of money hidden from their spouses," notes Tyson. "Stashing money isn't any healthier than regularly blowing your paycheck and leaving your spouse to pay all the bills. Likewise, if both of you have the same unhealthy spending patterns-say, spending every dollar or hoarding every dollar-you're headed for trouble and unhappiness. Finding financial stability within a marriage is all about balance."

The old cliché is true. While opportunities for conflict abound in marriage, from child rearing to sex to recapping the toothpaste, money issues can set off some of the largest fireworks (and produce plenty of smoldering hot spots just under the surface). Here's Tyson's advice that will help solve your money problems now:

Start talking about money now. Most people are raised to believe that it's impolite and inappropriate to discuss money with others, and are taught that it's a private, personal, and confidential matter. The result is that most couples never seriously talk about money. While dating, they are in denial about the importance of all things financial, even though it's a huge issue looming on the horizon.

"If you avoided talking about money while you were dating-and chances are you did-don't kee...

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