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PFA Ponderings

Live in Maine? Have some free money!

By PFA Ponderings

As I write this blog, it’s sunny, dry and 73 degrees.  There’s a slight breeze.  This is, I believe, the best possible meteorological condition for human existence.  Extremely liveable. Of course, as anyone living in Maine is well aware, this kind of day is the exception to the rule.  Generally,…

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First World Problems and The Kiddie Tax

By PFA Ponderings

We’re looking at what some economists call the longest bull market in history, and it’s creating problems. They’re not really bad problems.  We’ll just call them challenges.  More specifically, we’ll call them Capital Gains – and the IRS will be looking to take a portion of those in taxes.  Fortunately,…

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IRA Charitable Rollover

By PFA Ponderings

Penned by Jennifer I Richard, JD, the Director of Gift Planning at Maine Community Foundation, working with donors and other partners to improve the quality of life for all Maine people. A couple of PFA Ponderings ago there was a discussion about retirement savings in the context of IRS Tools:…

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Investing with Conscience.

By PFA Ponderings

“When someone says it’s not about the money, it’s about the money.” – H.L. Mencken That old chestnut may be true, but there are times when investment decisions are made for reasons that go well beyond simple rate-of-return considerations.  The increasing number of individual investors in the market has led…

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