Sarah Ruef-Lindquist, JD, CTFA
Sarah believes sound, thoughtful planning is a gift we give ourselves, our families and our community.
She is a lawyer and seasoned non-profit executive who has worked with dozens of organizations, individuals and families as a philanthropic advisor and senior trust officer. She holds the Certified Trust and Fiduciary Advisor certification and FINRA Series 7 and 66 registrations through Commonwealth Financial Network. Sarah and her husband live in Camden. The Financial Advisors of Allen Wealth Management are Registered Representatives and Investment Adviser Representatives with/and offer securities and advisory services through Commonwealth Financial Network (R), Member FINRA/SIPC, a Registered Investment Adviser. Allen Insurance and Financial, 31 Chestnut Street, Camden, ME 04843. 207-236-8376.
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Taking Care: Elder Financial Exploitation Sarah Ruef-Lindquist, JD, CTFA
The cases of financial abuse targeting the elderly are increasing.
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2020 RMD Holiday, charitable giving perks and other aspects of tax relief and economic stimulus legislation Sarah Ruef-Lindquist, JD, CTFA
By now anyone even in self-quarantine and not living under a rock knows that legislation has been coming out of Washington faster than toilet paper flying off grocery store shelves.
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Is the Bear Market Here to Stay? Presented by Sarah Ruef-Lindquist
With the Dow dropping 20 percent from its highs and the S&P 500 following suit, we have finally seen the
