Resource Library

Americans are Retiring with Less

By Kimberley Robinson June 12, 2019

Survey finds 44 percent of Americans are still paying for their home when they retire.


7 Retirement Considerations

By Todd Allen June 5, 2019

When helping people get ready for retirement, financial advisors find the same issues come up..

12 Estate Planning Must-Dos

By Matthew Dattilio May 29, 2019

Many of you already have estate documents, probably executed many years ago. You need an estate..

Social Security - Options to help you maximize your benefits

By Tom Zuttermeister May 22, 2019

Recently, Fidelity Investments (which acts as custodian for Mascoma Wealth Management clients..

A Long-Term View on U.S. Trade with China

By Kimberley Robinson May 15, 2019

Just hours after President Trump warned China not to retaliate against the U.S.’s latest tariff..

5 Ways to Help Protect Retirement Income

By Todd Allen May 8, 2019

These rules of thumb can help keep your retirement on track. Our friends at Fidelity Investments..

Will Dividends Make a Comeback in 2019?

By Matthew Dattilio May 1, 2019

The reality is that dividends never left, it’s just that no one is paying attention

The current..

Living in Fear of an IRS Audit

By Tom Zuttermeister April 24, 2019

The burden of proof rests entirely with you, so keep good records

You likely live in fear of a..

Healthcare Reform is on Hold Until 2020

By Kimberley Robinson April 17, 2019

But you should still plan for health-related expenses in retirement

Dealing with higher medical..



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