AIM

(207) 848-5600

Facebook LinkedIn

(207) 848-5600

Financial Planning

The United States Capitol building with clear blue sky and text overlay reading “The SECURE Act of 2020,” representing new federal retirement law changes.

he SECURE Act of 2020: Key Retirement & Estate Changes

/ Financial Planning, Senior Living / 3 minutes of reading

The SECURE Act: What It Means for Your Retirement and Estate Planning In late 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act as part of a bipartisan federal spending bill. Signed into law on December 20, 2019, the Act took effect January 1, 2020, marking the most significant overhaul of […]

he SECURE Act of 2020: Key Retirement & Estate Changes Read More »

Colorful piggy bank, coins, and paperwork symbolizing financial literacy, saving, and wealth-building strategies in Maine.

Building Wealth Through Financial Literacy and Self-Discipline

/ Financial Planning / 3 minutes of reading

Building Wealth Through Financial Literacy and Self-Discipline Becoming financially independent doesn’t require a high-paying job, a degree from an elite university, or a lucky inheritance. What it takes is financial literacy, consistent saving, and long-term discipline. Across the U.S., thousands of self-made millionaires have quietly built their wealth over time by following simple, repeatable habits.

Building Wealth Through Financial Literacy and Self-Discipline Read More »

Scroll to Top