54 Highland Avenue
Manchester Center, VT 05255
nick@vtretirement.com
(802) 367-3958
87 North Main St.
Rutland, VT 05701
nick@vtretirement.com
(802) 772-7945
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Looking ahead can help you conquer these unique obstacles.
Bucket lists don’t have to be for tomorrow.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
The federal government requires deceased individuals to file a final income tax return.
There are ways to improve your physical fitness without denting your fiscal fitness.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator may help you estimate how long funds may last given regular withdrawals.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
When markets shift, experienced investors stick to their strategy.