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
What are your options for investing in emerging markets?
An amusing and whimsical look at behavioral finance best practices for investors.
Five overlooked tax deductions to help manage your tax bill.
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
There are ways to improve your physical fitness without denting your fiscal fitness.
The federal government requires deceased individuals to file a final income tax return.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
When markets shift, experienced investors stick to their strategy.
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?