Wintergreen Financial Group

Valued advisors helping clients pursue financial independence. No offers may be made or accepted from any resident of any other state.

• Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC finra.org sipc.org
• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

07/31/2024

We are thrilled to announce an exciting development in the world of Financial Planning: the partnership between Corneau Wealth Management and Wintergreen Financial Group to form LIV Wealth Advisors!

This collaboration marks the union of two esteemed New England firms, combining our expertise, resources, and cutting- edge technology to provide our national client base with a higher level of service and support.

Click the link to follow our new page! https://www.facebook.com/people/Liv-Wealth-Advisors/61561167119885/

A Look at Systematic Withdrawals 07/05/2024

How long will your retirement money last with regular withdrawals? Have you run the numbers?

A Look at Systematic Withdrawals This calculator may help you estimate how long funds may last given regular withdrawals.

Interested in a Fuel Efficient Car? 07/03/2024

Was it worth it? How long before your gas savings makes up for the cost of that new hybrid?

Interested in a Fuel Efficient Car? Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

07/01/2024

Are dividends a key component when evaluating investment opportunities? Learn more.

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06/28/2024

Ever wonder about those free credit scores you get once a year?

Just a moment...

06/26/2024

Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lost, stolen, or damaged card. Read more here:

Just a moment...

Roth 401(k) vs. Traditional 401(k) 06/24/2024

Where will your retirement income come from? Do you know all the choices available?

Roth 401(k) vs. Traditional 401(k) This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Retirement and Quality of Life 06/21/2024

This video asks the right questions about how you can save money for retirement without sacrificing your quality of life.

Retirement and Quality of Life Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Self-Employed Retirement Plans 06/19/2024

Self-employed? Learn more about your retirement plan options.

Self-Employed Retirement Plans Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Retiring Earlier Than Expected? What To Know 06/17/2024

If you are retiring earlier than expected, you may be struggling to know what comes next. A few simple steps can help you feel like you are on the right path again.

Retiring Earlier Than Expected? What To Know Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.

Silver Sneakers 101 06/14/2024

Learn about Medicare’s popular program, offering retirees free gym membership and health education.

Silver Sneakers 101 Medicare’s popular program, offering free gym membership and health education.

Inflation and the Real Rate of Return 06/12/2024

What's the real rate of return on your portfolio? Learn about how inflation plays a factor in your investments. Read more now.

Inflation and the Real Rate of Return Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

Surprises 06/10/2024

Surprises crop up every day, and they’re a great reason to work with us.

Surprises Making the most of surprises is a great reason to work with us.

What Is My Current Net Worth? 06/07/2024

Assets minus liabilities = net worth. When was the last time you calculated yours?

What Is My Current Net Worth? Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Changing Unhealthy Behaviors 06/05/2024

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.

Changing Unhealthy Behaviors Five phases to changing unhealthy behaviors.

Comparing Investments 06/03/2024

Compare your taxable investment to a tax-deferred one. The results may surprise you.

Comparing Investments This calculator compares the net gain of a taxable investment versus a tax-favored one.

Insuring Your Second Home 05/31/2024

Second homes have unique risks and insuring them is different than a primary home.

Insuring Your Second Home There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Don’t Be Your Own Worst Enemy 05/29/2024

When it comes to investing, you may be your own worst enemy.

Don’t Be Your Own Worst Enemy Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Saving for College 05/27/2024

How many ways can you pay for college? Loans, grants, savings and investments, to name a few.

Saving for College This calculator can help you estimate how much you should be saving for college.

Problems with Probate 05/24/2024

Many have heard they should avoid probate; do you understand what probate is and how it works?

Problems with Probate Probate can be a completely public process, or it can be managed to include as little information as possible.

Important Birthdays Over 50 05/22/2024

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.

Important Birthdays Over 50 Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Are Alternative Investments Right for You? 05/20/2024

Considering alternative investments? It’s critical to sort through the complexity.

Are Alternative Investments Right for You? With alternative investments, it’s critical to sort through the complexity.

Global vs. International: What’s the Difference? 05/17/2024

Do global and international mutual funds complement or conflict with each other?

Global vs. International: What’s the Difference? International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Creative Ways to Motivate Your Employees 05/15/2024

Increase and motivate your with these five simple and inexpensive ideas.

Creative Ways to Motivate Your Employees Five creative (and inexpensive) ideas for motivating your employees.

Bull and Bear Go To Market 05/13/2024

Check out this informative video on bull and bear markets to better understand how the stock market works!

Bull and Bear Go To Market Learn about the difference between bulls and bears—markets, that is!

A Fruitful Retirement: Social Security Benefit 05/10/2024

When are you taking your benefits? Considering the timing can help maximize your benefit.

A Fruitful Retirement: Social Security Benefit Taking your Social Security benefits at the right time may help maximize your benefit.

What Is My Risk Tolerance? 05/08/2024

What would you rather have: \$500 today or a 50% chance at \$2,000 tomorrow? Know your risk profile.

What Is My Risk Tolerance? This questionnaire will help determine your tolerance for investment risk.

Questions to Consider When Buying a Vacation Home 05/06/2024

Before buying a vacation home, it can pay to do your homework. Learn more now.

Questions to Consider When Buying a Vacation Home Doing your research is key before buying a vacation home.

Tax Deductions You Won't Believe 05/03/2024

You won’t believe what these taxpayers tried to get away with.

Tax Deductions You Won't Believe Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

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Address


14 Sewall Street
Portland, ME
04102

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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