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Financial Planning Blog

Rise Of The Machines: 3 Things To Know About Robo-Advisors

The robots are rising and they’re after your money.

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Money Management Vs. Wealth Management: What Do You Need?

Many smart, successful professionals feel that they should have all the answers when it comes to managing their finances.

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How to Navigate an Uncertain 2019 Market

Last year was one of the most challenging years investors have seen in recent times. Thanks to the effects of geological missteps, trade tension, rising interest rates and populism, investment managers dealt with a great deal of market volatility.

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Planning for the Costs of Dementia & Long Term Elderly Care

Dementia is a grave condition, and its prevalence continues to grow at a staggering pace. In fact, dementia has been dubbed by some as the "silent epidemic." According to Forbes, the number of people worldwide with dementia has been steadily climbing and is expected to double every 20 years. An estimated 75 million people will be living with this disease by 2030, and the number will most likely climb to 135 million by 2050. This increase in the incidence of dementia is largely attributed to longer lifespans in both poor and rich areas of the world. 

As dementia becomes more and more widespread, everyone must learn to recognize the warning signs and plan for caregiving. By making important medical and financial decisions in advance, families can ensure the long-term well-being of their loved ones.

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We're growing! Welcome, John Keizer

We are happy to introduce the newest member of the Richard Brothers family, John Keizer!

 

John joins us after recently graduating from the University of Southern Maine with a Bachelor’s degree, double majoring in Finance and Marketing. He was able to finish both of his degree programs in two years, showing how driven and focused he will be for the firm moving forward. John will be joining our Operations Team to further enhance the remarkable service experience our valued clients have come to expect.

 

In his free time John can often be found with his dog and fiancée at Willard Beach, or restoring and riding one of his motorcycles along the Kancamagus Highway. If you would like to learn more about John, feel free to check out his bio found here.

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