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
Want to do more with your wealth? You might want to consider creating a charitable foundation.
A bucket plan can help you be better prepared for a comfortable retirement.
Using smart management to get more of what you want and free up assets to invest.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
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.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
When markets shift, experienced investors stick to their strategy.
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?