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
You’ve made investments your whole life. Work with us to help make the most of them.
Beware of these traps that could upend your retirement.
Time and market performance may subtly and slowly imbalance your portfolio.
Are women prepared for a 20-year retirement?
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
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.
This calculator may help you estimate how long funds may last given regular withdrawals.
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.
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.
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
When markets shift, experienced investors stick to their strategy.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?