South Portland Office
707 Sable Oaks Drive
IIS Financial Services White Papers
IIS Financial White Papers provide insightful information for our clients about popular investment and retirement topics. Click on the links below to learn more.
2020-2021 Tax Planning
The Great Spending Balance
5 Retirement Mistakes Small Business Owners Make
Take Charge of Your 401(k)
Strategies to Prepare for a Financially Secure Retirement
Rollover IRA Guide and Options
The SECURE Act - What Does it Mean for You?
59 1/2 - Why Is This Age So Important?
6 Retirement Questions Government Employees Should Be Asking
6 Critical Facts About Social Security
6 Retirement Questions State of Maine Employees Should Be Asking
7 Principles of Long-Term Investing
Facts about Elder Financial Abuse
Retirement Questions for Educators
Simple IRA vs. 401(k)
Women & Investing
Important Financial Strategies to Help you Find Prosperity in your 20s and 30s
Strategies for Increasing Employee Success