Sarah Ruef-Lindquist, JD, CTFA
Sarah believes sound, thoughtful planning is a gift we give ourselves, our families and our community.
She is a lawyer and seasoned non-profit executive who has worked with dozens of organizations, individuals and families as a philanthropic advisor and senior trust officer. She holds the Certified Trust and Fiduciary Advisor certification and FINRA Series 7 and 66 registrations through Commonwealth Financial Network. Sarah and her husband live in Camden. The Financial Advisors of Allen and Insurance Financial are Registered Representatives and Investment Adviser Representatives with/and offer securities and advisory services through Commonwealth Financial Network (R), Member FINRA/SIPC, a Registered Investment Adviser. Allen Insurance and Financial, 31 Chestnut Street, Camden, ME 04843. 207-236-8376.
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Closing the door behind you…after you’re gone, do you still want some privacy? Sarah Ruef-Lindquist, JD, CTFA Thu, 05/16/2024 - 09:27
Closing the Door Behind You…After You’re Gone, Do You Still Want Some Privacy?
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Retirement Planning: It’s more than just having your financial house in order Sarah Ruef-Lindquist, JD, CTFA Tue, 03/19/2024 - 08:58
A recent program presented by The Hartford entitled Helping Clients through 8,000 days of Retirement suggested an interesting approach to thinking about one’s retirement years, and the car
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Death, Taxes and Change…What’s in Store for 2024 Sarah Ruef-Lindquist, JD, CTFA Thu, 11/09/2023 - 09:27
We’ve all heard the adage, the only things that are sure in this life are death and taxes…we need to be mindful of change, at least as it pertains to taxes.
Retirement Savings
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Corporate Transparency Act. The most important reporting requirement you’ve never heard of. Sarah Ruef-Lindquist, JD, CTFA Tue, 04/11/2023 - 13:57
Are you a “beneficial owner” of a small business or LLC?
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Diving into 2023: Retirement legislation “SECURE 2.0” passes House and Senate, President Biden to sign into law Sarah Ruef-Lindquist, JD, CTFA Fri, 12/30/2022 - 10:23
There are not two, but three certain things in life: Death, taxes and change.
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Making lemonade from lemons: Long-term capital loss stock creates another type of tax-efficient charitable gifting opportunity Sarah Ruef-Lindquist, JD, CTFA Mon, 11/14/2022 - 15:38
For those of us working in the area of wealth management, 2022 will long be remembered as the year the stock market rolled gains back – way back – to pre pandemic levels.
