Choose Your Own Retirement Adventure


















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
For much of our lives, our parents are the ones who have to bring up uncomfortable topics. (Just think back — and squirm — to their birds and bees talk. Awkward, right?) But once we become adults, sometimes it’s our turn to start sensitive conversations.
This helpful infographic will define bull and bear markets, as well as give a historical overview.
Marriage changes everything, including your insurance needs.
Losing a job is never easy, even under normal circumstances. Losing a job or needing to take extended time off of work due to mental illness, however, comes with its own unique set of pressures to navigate
A little planning now can go a long way to help take care of yourself in the future.
Even if you didn’t grow up on a farm, you’ve heard, “Don’t put all your eggs in one basket.”
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator shows how inflation over the years has impacted purchasing power.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A couple become Retirement Plan Detectives, searching records from old employers.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.