Retirement and Quality of Life Behavioral Finance 4 Elements of an Estate Strategy The Wild West of Data Theft

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

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Extended Care: A Patchwork of Possibilities

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

9 Facts About Retirement

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

 

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

4 Steps to Protecting a Child with Disabilities

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

Qualifying For Medicare Under Age 65

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.

The Basics of Medicare

Learn all about Medicare basics in this informative and insightful article.

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or another qualified retirement plan.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Protecting Those Who Matter Most

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

5 Smart Investing Strategies

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

Principles of Preserving Wealth

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

Investment Strategies for Retirement

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

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

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The Business Cycle

How will you weather the ups and downs of the business cycle?

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

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