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
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
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.
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.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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.