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BerryDunn Wealth Management
Building Confidence in Your Strategy for Retirement
Each year, the Employee Benefit Research Institute (EBRI) conducts its Retirement Confidence Survey to assess both worker and retiree confidence in financial aspects of retirement. In 2018, as in years past, retirees expressed a higher level of confidence than today's workers (perhaps because "retirement" is less of an abstract concept to those actually living it). However, worker confidence seems to be on the rise, while retiree confidence is on the decline. A deeper dive into the research reveals lessons and tips that can help you build your own retirement planning confidence. Read more...

Tax Benefits of Homeownership After Tax Reform
Buying a home can be a major expenditure. Fortunately, federal tax benefits are still available, even after recent tax reform legislation, to help make homeownership more affordable. There may also be tax benefits under state law. Read more...

Market Update for the Quarter Ending September 30, 2018
A mixed September but strong quarter for U.S. stocks
September started with some volatility, but it ended on a positive note for most U.S. markets, capping off a strong third quarter.

Securities offered through Commonwealth Financial Network, Member Investment advisory services may be offered through Commonwealth Financial Network, a registered investment adviser, and/or BerryDunn Wealth Management, LLC, a state-licensed investment adviser. Advisory services and fixed insurance products and services offered by BerryDunn Wealth Management, LLC are separate and unrelated to Commonwealth. 100 Middle Street, Portland, ME 04101. 207-541-2200
Kristin Guibord


While Kristin Guibord has been passionate about helping BerryDunn Wealth Management clients build solid financial plans for 12 years, read about what happens when she has to apply those same strategies to her own family’s financial decision making. Read More...

Perspectives Fact v. Fiction
True or false?
After the changes implemented in the Tax Cuts and Jobs Act, itemizing deductions on your tax return is more beneficial than taking the standard deduction on your tax return.
Get the answer...

Barbara Appleby
Kristin Guibord