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
The examples of famous celebrities underline the need for a clear estate strategy.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
A change in your mindset during retirement may drive changes to your portfolio.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Take the guesswork out of your IEP or SEP with this helpful article.
There are benefits and limitations when you decide to donate stock.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much income may be needed at retirement to maintain your standard of living.
Determine if you are eligible to contribute to a traditional or Roth IRA.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
When should you take your Social Security benefit?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?