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Enjoy the
Dream
of Retirement Income

Schedule your Appointment with Us Today!

Monthly Market Review and Outlook

Educational Videos

Schedule your Appointment with Us Today!

Monthly Market Review and Outlook

Educational Videos

Kevin Frisbie

With Special Guest Philip Capriotti

Recent Posts

  • Weekly Market Commentary January 24, 2021
  • INHERITED IRAS AND SEP IRA CONTRIBUTIONS: TODAY’S SLOTT REPORT MAILBAG January 22, 2021
  • AFTER CORONAVIRUS-RELATED DISTRIBUTIONS – NOW WHAT? January 21, 2021
  • Equity Growth and Asset Protection January 21, 2021
  • RECHARACTERIZING AN IRA CONTRIBUTION – STILL IN THE TOOLBOX! January 18, 2021
  • Weekly Market Commentary January 18, 2021
  • Top 10 Retirement Tips For 2021 January 14, 2021
  • IRA DISTRIBUTIONS AND ROTH RECHARACTERIZATIONS: TODAY’S SLOTT REPORT MAILBAG January 14, 2021
  • THE ANSWER TO THIS QUESTION ON ELIGIBLE DESIGNATED BENEFICIARIES UNDER THE SECURE ACT MAY SURPRISE YOU January 13, 2021
  • NEW COVID-19 STIMULUS LAW DOES NOT EXTEND CARES ACT CRD RELIEF January 11, 2021
  • Weekly Market Commentary January 10, 2021
  • How retirement planning needs to change in the new year January 7, 2021
  • THE “LOOK BACK” – CONSIDERING A TAX YEAR IN ITS ENTIRETY January 6, 2021
  • 2021 NEW YEAR’S RESOLUTIONS FOR YOUR IRA January 4, 2021
  • Weekly Market Commentary January 2, 2021
  • December 2020 Market Review and Outlook January 1, 2021
  • ROTH IRAS AND THE 10-YEAR RULE: TODAY’S SLOTT REPORT MAILBAG December 31, 2020
  • 5 Things You Need to Know About Finances When Turning 65 December 31, 2020
  • HAPPY NEW YEAR! December 30, 2020
  • BUSY, BUSY, BUSY! December 28, 2020

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Frisbie & Associates

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Lewiston, ME 04240

 

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Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser