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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“Gray Divorce” on the Rise Sarah Ruef-Lindquist, JD, CTFA Wed, 06/09/2021 - 10:16
I recently wrote about the financial vulnerability of women in retirement relative to their male counterparts.
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Retirement Planning for Women: Understanding the “Bag Lady” Syndrome Sarah Ruef-Lindquist, JD, CTFA Wed, 03/31/2021 - 14:17
Challenges can be different for women planning for retirement than those facing male counterparts.
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2021 has Finally Arrived…Now What? Sarah Ruef-Lindquist, JD, CTFA Thu, 01/28/2021 - 11:58
I don’t personally know anyone who wanted 2020 to last longer than it did. It was like riding a roller-coaster. But as thrilling as any ride can be, you can only take so much.
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In uncertain times, at least two things are certain: Change, and taxes Sarah Ruef-Lindquist, JD, CTFA Thu, 10/29/2020 - 13:15
Potential for higher federal income taxes is anticipated by experts due to 1) a growing national debt increased by trillion-dollar stimulus spending and 2) possible election results that mean a cha
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Managing risk through diversification…now, more than ever Sarah Ruef-Lindquist, JD, CTFA Wed, 08/12/2020 - 14:30
Every client has heard me talk about the keys to managing risk in their portfolios. One of those keys is diversification.
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Despite Bumps Along the Way, Road to Economic Recovery Shows Promise Presented by Sarah Ruef-Lindquist Tue, 07/14/2020 - 15:09
Halfway through 2020, we’ve already had enough news (and then some) to fill up an average year. So far, we’ve seen a pandemic explode—then moderate.
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Doing “well” by doing “good”: Socially Responsible Investing in 2020 Sarah Ruef-Lindquist, JD, CTFA Fri, 06/26/2020 - 09:30
The world of investing is increasingly focusing attention on ways in which capital can be invested to support businesses that are promoting social or environmental welfare, and/or govern themselves
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Taking Care: Elder Financial Exploitation Sarah Ruef-Lindquist, JD, CTFA Wed, 05/20/2020 - 08:36
The cases of financial abuse targeting the elderly are increasing.
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2020 RMD Holiday, charitable giving perks and other aspects of tax relief and economic stimulus legislation Sarah Ruef-Lindquist, JD, CTFA Mon, 04/06/2020 - 10:52
By now anyone even in self-quarantine and not living under a rock knows that legislation has been coming out of Washington faster than toilet paper flying off grocery store shelves.
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Is the Bear Market Here to Stay? Presented by Sarah Ruef-Lindquist Fri, 03/13/2020 - 15:51
With the Dow dropping 20 percent from its highs and the S&P 500 following suit, we have finally seen the
