Stay Safe with a B.O.P. At Your Back The Long Run: Women and Retirement When Markets React Once Upon a Goal

Welcome to Kennebec Wealth Management

Kennebec Wealth Management is a comprehensive financial services firm committed to helping you improve your long-term financial success. Our customized programs are designed with the goal to help you accumulate, protect, and conserve your wealth by delivering an unprecedented level of personalized service and experience.

We encourage you to explore our site and learn more about the services we provide. If you have any questions or would like more information on our firm, please feel free to email us or call us at (207) 660-4100. We look forward to hearing from you.

WE ARE HERE FOR YOU

Services

We create strategies tailored to your goals.

Independence

Without any conflicts of interest we put your needs first.

Trust

We enjoy building trusted relationships that span generations.

Helpful Content

Succeeding at Business Succession

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

To Catch a Thief

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Putting a Price Tag On Your Health

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

 

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

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