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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2017 Tax Reform and charitable giving: “Doom and Gloom” or perhaps just “Meh”? By Sarah Ruef-Lindquist, JD, CTFA Wed, 12/27/2017 - 15:09
There has been an income tax charitable deduction in the US since 1917.
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Beyond Home Economics: Investing in Women, Locally and Internationally is growing Maine’s and the world’s Economies Sarah Ruef-Lindquist, JD, CTFA Wed, 11/29/2017 - 13:11
According to a November 27, 2017 story in the Portland Press Herald, Women-owned businesses are thriving in Maine “…women entrepreneurs in Maine have created more jobs and revenue growth t
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Estate Tax on the Chopping Block? By Sarah Ruef-Lindquist, JD, CTFA Thu, 11/09/2017 - 09:54
For many years now, there has been a tax on wealth you gave away, whether during lifetime, or at death, with some exemptions and thresholds…but the House of Representative HR 1 Tax Cuts and Jobs Ac
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Allocation: Is it that important? Yes, now, more than ever? Sarah Ruef-Lindquist, JD, CTFA Mon, 09/25/2017 - 12:41
Many investors have stock and fixed income allocations set for their portfolios that are well-thought out and (hopefully) monitored by their advisors, and even modified over the years as time horiz
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You’ve got a Digital Life…but what about your Digital Afterlife? By Sarah Ruef-Lindquist, JD, CTFA Mon, 07/31/2017 - 15:11
When you are no longer able to manage your own on-line accounts, or after you are gone, what do you want to happen with them?
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Good News for Maine Non Profit Organizations By Sarah Ruef-Lindquist, JD, CTFA Tue, 06/20/2017 - 15:17
According to Giving USA 2017, philanthropy grew to a record $390.05 billion in 2016 to U.S. charitable organizations, 2.7% more than 2015, another record-setting year.
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Weddings Bells…hope for the best, plan for the worst? The “weaponization” of debt and assets in divorce by Sarah Ruef-Lindquist, JD, CTFA Mon, 05/15/2017 - 12:57
Family violence, domestic abuse – those phrases evoke images of bruises, physical scars, broken limbs.
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Discipline + Dollar Cost Averaging = Progress toward Financial Goals By Sarah Ruef-Lindquist, JD, CTFA Tue, 03/14/2017 - 08:41
My first post about goal setting might have gotten you thinking about or reinforced your resolve to decide “when do I want to retire?” or “I want to be able to buy or build a house in
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Fail to plan? Plan to fail. Sarah Ruef-Lindquist, JD, CTFA Wed, 03/01/2017 - 15:08
Fail to plan? Plan to fail. Your family’s financial future should not be left to chance.
