When To Update Your Estate Plan

by Royer Advisors | Dec 11, 2024 | Financial Planning, IRS Regulation, Tax Planning, Uncategorized

Between 2010 and 2018 the median age in Maine increased from 42.7 to 44.9, this according to the U.S. Census Bureau. That 2.2 year increase is twice the national average and a reminder that our state’s population is aging. When you consider this fact alongside the...

How to Benefit from the Rising Average Age of American Workers

by Royer Advisors | Dec 11, 2024 | Business Plans

According to the U.S. Bureau of Labor Statistics, one in five workers is aged 55 or older. By 2026, that number is expected to be one in four — meaning the proportion of young workers in the overall labor pool will shrink. In a state such as Maine — which, according...

Should Employers Allow Emotional Support Animals in the Workplace?

by Royer Advisors | Dec 11, 2024 | Uncategorized

We love our four-legged friends here in Maine. You’ll often see people bring their dog along with them on their adventures, whether that be to the beach, the lake, the mountains or even a brewery patio in Portland. Which makes sense, many of us recognize and...

Spring cleaning? Know which records to keep

by Royer Advisors | Dec 11, 2024 | Financial Planning, IRS Regulation, Tax Planning

If you’re spending one of Maine’s many rainy spring days to clean up your home or office, you may want to purge yourself of some old paperwork. But before completely cleaning out your filing cabinet or deleting old files from your computer, it’s important to know what...

Court Explains Why Valuation Report Is Discoverable

by Royer Advisors | Dec 11, 2024 | Uncategorized

Galasso v. Cobleskill Stone Products In a short but very educational opinion, a New York appellate court answered a fundamental question: Under what circumstances must a valuation report be disclosed? The crucial factors were the report’s relevance and purpose. ...