You may be surprised at some of the documents we recommend when it comes to estate planning and generational wealth transfer. Leaving a lasting legacy for your family requires smart planning now. Intergenerational wealth transfers can create havoc within the family if not handled correctly. We discuss below six documents that you should have in […]
6 Documents You Need to Preserve Family Legacy Read More »
Beginning in 2026, most Vermont employers will be required to provide their employees with access to a retirement savings plan through the new Vermont Saves program. This initiative automatically enrolls eligible workers into a state-facilitated Roth IRA, funded through payroll deductions. While Vermont Saves is designed to expand access to retirement savings, it’s not always
Starting in 2026, most Vermont employers will be required to give employees access to a retirement plan through the new Vermont Saves program. This state-run initiative automatically enrolls eligible employees in a Roth IRA, deducted directly from payroll. While the program ensures workers can start saving, many business owners may prefer to offer a private
One of the most discussed topics in the United States is retirement security. Few Americans have set aside enough savings to live comfortably throughout retirement. In fact, the most recent National Retirement Risk Index (NRRI)* found: “…half of today’s households will not have enough retirement income to maintain their pre-retirement standard of living, even if
Does Your Company Offer a Retirement Plan? Read More »