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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What Does the Coronavirus Mean for Investors? Presented by Sarah Ruef-Lindquist, JD, CTFA Thu, 02/27/2020 - 13:03
Despite attempts by Chinese authorities to contain the coronavirus, the numbers make clear that the virus is now spreading around the world.
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The SECURE Act, Part II Sarah Ruef-Lindquist, JD, CTFA Fri, 01/24/2020 - 10:07
Earlier this month, we shared how with January 1, 2020 came a host of changes in how retirement planning will be done in light of the new law affecting retirement plans known as the SECURE Act (Set
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The SECURE Act Sarah Ruef-Lindquist Fri, 01/03/2020 - 16:11
Happy New Year!
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DIVORCE: Managing details in the midst of devastation can make a big difference long term Sarah Ruef-Lindquist, JD, CTFA Tue, 10/22/2019 - 15:08
Divorce rates exceed 50% for first marriages in many parts of the US, and 67% for second marriages.
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Fact vs. Fiction: 529 Savings Plans and Coverdell Education Savings Accounts Sarah Ruef-Lindquist, JD, CTFA Mon, 10/07/2019 - 11:51
Fiction: The money I put into a college savings account will hurt my child’s chances of receiving financial aid.
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Market Faces More Turbulence, But Positive Trends Continue Presented by Sarah Ruef-Lindquist, JD, CTFA Tue, 08/20/2019 - 10:30
It’s been a tough time for the markets. Indeed, we recently saw the largest stock market drop of 2019.
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Market Update for the Month Ending July 31, 2019 Presented by Sarah Ruef-Lindquist, JD, CTFA Fri, 08/09/2019 - 12:00
Positive July for U.S. markets
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Market Update for the Quarter Ending June 30, 2019 Presented by Sarah Ruef-Lindquist, JD, CTFA Mon, 07/08/2019 - 15:36
Strong June leads to positive quarter for markets
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Doing well by doing good? The increasing practice of Socially Responsible Investing Sarah Ruef-Lindquist, JD, CTFA Fri, 05/31/2019 - 11:50
There are many ways to be well. Most people consider wellness to include physical health and well-being.
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As financial advisors, we are not afraid to use the “F” word: Fiduciary By Sarah Ruef-Lindquist, JD, CTFA Thu, 04/11/2019 - 13:38
Several years ago there was a lot in the news about a “fiduciary rule” that was going to change how advisors worked; the imposition of a fiduciary standard of behavior meant that advisors would hav