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
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
When do you need a will? The answer is easy: Right Now.
For some, the social impact of investing is just as important as the return, perhaps more important.
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.
There are ways to improve your physical fitness without denting your fiscal fitness.
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.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
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?
This short video illustrates why knowing when to retire can be a crucial part of your strategy.