The Double Whammy: Rising Interest Rates, and Less Robust Stock Market Performance

November 19, 2018

By Sarah Ruef-Lindquist, JD, CTFA Over the past weeks, my colleagues and I have been having many conversations with our clients who are investors. Yes, the stock market performance has been recently negative – 2018 could be flat compared to 2017, which was a post-recession ‘banner year’. Many are wondering whether they will lose more … Read More

Secure Holiday Shopping: New Tips for 2018

November 19, 2018

Although the holiday season is known for gift giving and good cheer, it’s also known for an increase in cybercrime and identity theft. Before you get a jump start on your holiday shopping, follow these four tips to ensure that you’re protecting yourself this season. 1. Watch out for gift card scams. Lately, there’s been … Read More

What Will 2018 Charitable Giving Look Like?

November 1, 2018

By Sarah Ruef-Lindquist, JD, CTFA In June 2018, the Chronicle of Philanthropy, in an article by Megan O’Neil, predicted a $16.3 billion drop in charitable giving due to the tax laws enacted in late 2017. That prediction was echoed throughout the news media, sending chills down the spines of executive and development directors in the … Read More

Sharing Knowledge with Members of the Maine Planned Giving Council

October 23, 2018

Allen Insurance and Financial hosted a lunch & learn for the Maine Planned Giving Council on Tuesday, Oct. 23. The topic was “Exploring Key Elementary of Successful Planned Giving Programs,” and the presenters were Sarah Ruef-Lindquist, JD, CTFA, of Allen Financial and David Warren of Maine Coast Heritage Trust.

Welcoming New Employee Jane Harford

October 23, 2018

Jane Harford has joined Allen Insurance and Financial as a receptionist based in the company’s Camden office. A native of Belfast, Jane brings with her more than two decades of experience in customer service at Bank of America. Jane lives in Swanville with her husband Steve. Outside of work, she leads the children’s ministry at … Read More

Sarah Ruef-Lindquist Addresses Maine Planned Giving Council

September 25, 2018

Sarah Ruef-Lindquist, JD, CTFA, a financial planner at Allen Insurance and Financial in Camden, recently spoke on Women and Philanthropy at Maine Planned Giving Council’s conference held in South Portland attended by approximately 150 professionals involved in the gift planning industry. Attendees included development professionals and executives from non-profit organizations, and professionals who advise donors … Read More

Let’s Talk About Flood Insurance

September 24, 2018

The very first thing you need to know about flood insurance is that it is not included in a standard homeowners insurance policy. Sometimes a property is in a flood zone and a lender requires flood insurance. Perhaps the flood maps in your area have changed and your property (or part of it)  has been … Read More

Sarah Ruef-Lindquist Joins Board of Directors at Rockland Savings Bank

September 19, 2018

Rockland Savings Bank, FSB, recently announced that Sarah Ruef-Lindquist, JD, CTFA, has been named to the bank’s board of directors. A financial advisor and wealth manager at Allen Financial in Camden, Ruef-Lindquist is the first female member of the board of the 130-year-old savings bank. With Allen Insurance and Financial since 2016, Ruef-Lindquist is a … Read More

Sherree L. Craig Earns CEBS Fellowship

September 7, 2018

Sherree L. Craig, CEBS, Senior Account Executive in the Insured Benefits Division at Allen Insurance and Financial, has been awarded Fellowship standing in the International Society of Certified Employee Benefit Specialists. Craig earned this distinction by successfully completing a national employee benefits continuing education exam developed by the Wharton School of the University of Pennsylvania. … Read More

Insurance Term: Insurance to Value

August 29, 2018

Imagine how devastating it would be to lose your home in a fire. Now imagine not being able to rebuild it completely because you didn’t have the correct amount of insurance. Selecting the proper amount of coverage is the single most important decision you can make with your Homeowners policy. Without it, you may not … Read More