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
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Marriage changes everything, including your insurance needs.
There are three things to consider before dipping into retirement savings to pay for college.
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.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the total cost in today's dollars of various mortgage alternatives.
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.
How federal estate taxes work, plus estate management documents and tactics.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.