Financial Planning Portland ME

Here are a few thoughts on dealing with job loss in Portland in this economy: If you don't carry credit card debt, get a gas rebate card. It will help with rising gas expenses without costing you a thing. Make all your debt as fixed rate as possible. For your mortgage, HELOC and credit cards try and get them to a fixed rate so you are not exposed to rising interest rates in the future.

Thomas Rogers
Portland Financial Planning Group, LLC
(207) 771-8821
477 Congress Street, Suite 814
Portland, ME
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Planning Issues for Unmarried & Same-Sex Couples, Insurance Related Issues, including Annuities, Socially Responsible Investments
Certifications
NAPFA Registered Financial Advisor, BA, CFP®

Karen Elise Kilbride
On Course Financial Group, LLC
(207) 775-1177
14 Pleasant Street
Portland, ME
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, Advising Employee Benefit Plan Participants, Women's Financial Planning Issues, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

Jill Boynton
Cornerstone Financial Planning, LLC
(207) 772-8133
70 Center Street, 2nd Level
Portland, ME
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Divorce Planning, Hourly Financial Planning Services, Retirement Planning & Distribution Rules, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, BA, CDFA, CFP®

Mr. Larry D. Pelletier, CFP®
(207) 772-2900
4 Moulton St
Portland, ME
Firm
Bigelow Investment Advisors
Areas of Specialization
Asset Allocation, Employee and Employer Plan Benefits, Investment Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Service Professionals

Data Provided by:
Mr. Braden A Lafauce, CFP®
(877) 744-0012
2 PORTLAND SQ STE 700
South Portland, ME
Firm
Ameriprise Financial

Data Provided by:
Jeffrey Bogue
Bogue Asset Management
207-699-1331 Ext. 6331
415 Congress Street
Portland, ME
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, Planning Issues for Business Owners, Planning Concerns for Corporate Executives, Advising Medical Professionals, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Susan Veligor
Cornerstone Financial Planning, LLC
(207) 772-8133
70 Center Street, 2nd Level
Portland, ME
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues, Hourly Financial Planning Services, Women's Financial Planning Issues, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, BA, CFP®

Michael Donahoe
On Course Financial Group, LLC
(207) 775-1177
14 Pleasant Street
Portland, ME
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, Estate & Generational Planning Issues, Helping Clients Identify & Achieve Goals, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Mr. Edmund J Ricker, CFP®
(207) 771-5300
16 Casco St
Portland, ME
Firm
None
Areas of Specialization
Comprehensive Financial Planning

Data Provided by:
Mrs. Karen True Winslow, CFP®
(207) 775-0282
14 Sewall Street
Portland, ME
Firm
Wintergreen Financial Group
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Retirement Planning

Data Provided by:
Data Provided by:

Cost Saving Strategies Post-Layoff

Q: I am a 47 year old woman and recently lost my job due to corporate layoffs. While I am already searching for new jobs, I was hoping you could give me some cost saving strategies until I secure my next position.

 

Here are a few thoughts on dealing with job loss in this economy:

1) If you don't carry credit card debt, get a gas rebate card. It will help with rising gas expenses without costing you a thing.

2) Come up with a weekly plan with your cash flow allowance. Make sure you allow yourself some sort of a treat.

3) Make all your debt as fixed rate as possible. For your mortgage, HELOC and credit cards try and get them to a fixed rate so you are not exposed to rising interest rates in the future.


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