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David A. Hanson
Carl F. Hanson, CFP®

South Portland: (207) 761-4733
Toll Free: (800) 640-8787
Augusta: (207) 623-8421

retire@iisfinancial.com

Blog

Friday, September 22, 2017

On Thursday, September 8, Equifax (one of the nation's three major credit reporting agencies) announced a cybersecurity incident that could potentially impact approximately 143 million U.S. consumers and almost half a million Mainers,...

 

Friday, September 1, 2017

The year is more than halfway over. Have you acted on all those financial resolutions that you set at the start of 2017? If not, there's still time to complete them and take other favorable actions. Here are some suggestions: 1. Check...

 

Wednesday, July 26, 2017

First Half of 2017 Market Recap The S&P 500 and Dow Industrials both extended their quarterly gains to post their strongest first-half performances in since 2013. Technology (+17.23%) and Healthcare (+16.07%) led the six month broad...

 

Thursday, June 15, 2017

No matter where you are in your life, saving for retirement is likely one of your most important financial goals. But, even if you have professional guidance and a clear strategy for your desired future, you could still be missing some...

 

Monday, April 17, 2017

The first quarter of 2017 is now behind us, and although we won't have complete economic data for a while, we do know that domestic stocks had a solid start to the year. Going forward in to the second quarter of 2017, we have many data...

 

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Saturday, April 1, 2017

If you're a small business owner or sole proprietor, you may be one who manages it all: sales, marketing, customer service, billing, and quality control. While being the chief cook and bottle washer has its benefits, it also means lots...

 

Tuesday, March 28, 2017

The debate over Roth vs. Traditional IRA accounts, and which one is better, comes down to two things, mostly: flexibility and taxes. Roth IRA's requires paying taxes up front but offer more flexibility later and may be the best option...

 

Tuesday, February 21, 2017

It's that time of year again as 2016 tax returns need to be filed by April 18th. IIS Financial Services' 2016 and 2017 annual tax planning guides are located below. These free, two-page guides will provide you with quick access to the...

 

Wednesday, January 18, 2017

Dear Friends, Colleagues, and Clients of IIS Financial Services, Our team at IIS Financial Services hopes you're having a great start to 2017! At the beginning of every year, we like to review the factors that influenced the financial...

 

Friday, December 16, 2016

The holiday season is a time of year when many of us reflect on our lives. It's also a good time to reflect on your financial plan. We want to provide you with a checklist to review some items that may impact your overall financial...

 

Monday, September 19, 2016

It’s all too easy to get caught up in ways to save for retirement, but other important things to keep in mind as well are ways to reduce costs during retirement. With the rising costs of health care and the unpredictability of...

 

Tuesday, August 23, 2016

We are reaching out with news that we think is both exciting and beneficial. The parent company of Investors Capital Corporation (ICC) has invited select advisors, like us, to join our sister firm, Cetera Advisors, in advance of ICC...

 

Thursday, May 19, 2016

Should a Trust be the Beneficiary of your Retirement Accounts May 2016 Monthly Newsletter* For many Americans, the assets in their Individual Retirement Account represent a significant portion of the wealth they hope to leave to their...

 

Thursday, April 28, 2016

Review of Q1 and Start of Q2 2016 After a rocky start to the year, most stocks ended the first quarter slightly higher, which is remarkable considering the negative sentiment that caused stocks to selloff in the early weeks of 2016....

 

Friday, February 19, 2016

9 Questions to ask your Accountant this tax season Some CPAs may be too busy to do comprehensive tax projections as part of the tax-preparation appointment, but that should not preclude you from asking the following questions: Will a...

 

Wednesday, January 20, 2016

January 19th, 2016 IIS Financial Services Market Commentary A Client Asks, "What's the Worst Case Scenario?" A miserable start to the New Year, with US stocks down 7.9% in January, European markets down 7.4-11.4%, and Japan down 10.9%...

 

Sunday, January 17, 2016

2016 Annual Newsletter:The Financial Markets and 2015 in Review Dear Friends, Colleagues, and Clients of IIS Financial Services, Now that 2015 is in the rear-view mirror, let's take a look at some of the factorsthat influenced markets...