Did You Know? Vermont has introduced a new law requiring businesses with five or more employees to provide access to retirement savings—even if the employer doesn’t currently offer a plan. The initiative, called Vermont Saves, is designed to ensure workers have a retirement option, but it also comes with strict rules, limited flexibility, and state-mandated […]
Vermont Saves: A New Mandate for Vermont Employers Read More »
The One Big Beautiful Bill Act introduced a new savings plan that can help build savings for children’s college and other expenses. But, how do the new Trump Accounts compare to existing 529 plans and Roth IRAs? Our expert outlines the details. President Donald Trump’s One Big Beautiful Bill Act (OBBBA) introduces a new savings vehicle for
Trump Accounts vs. 529 Plans and Roth IRAs: What’s Best for Your Child? Read More »
Did you know? Under Vermont’s new law, employers with five or more employees will soon be required by the state to facilitate retirement savings – even if they don’t offer a plan. It’s called Vermont Saves, and while it checks the compliance box, it comes with government-mandated limitations and zero flexibility. About the Rollout The Vermont
Vermont Saves; a New Small Business Retirement Plan Mandate Read More »
Tax season is here—are you ready? 📅💰 Now is the time to gather your tax documents, including W-2s, 1099s, and deductible expenses, to stay organized and maximize your refund. But taxes aren’t just a once-a-year task—they should be a key part of your overall financial planning! 💡🔍 By integrating tax strategy with financial planning, you
Tax season is here—are you ready? Read More »
Is the stock market up 7% or 37% this year? Well, it depends. According to one major index, the market is up a respectable 7%. That’s not bad following last year’s dismal performance, but contrast that with another well-known index, and we might conclude that the stock market is up nearly 20%. Sounds great, right?
Markets – August 2023 Read More »
There is no shortage of tricks that scammers will use to deceive the elderly. Some will use deceitful emails and texts that encourage you to redirect to their fraudulent websites.
July Letter to Clients Read More »
The world’s 65 and older population is growing rapidly. According to the most recent population estimates from the United Nations, “…1 in 6 people in the world will be over the age 65 by 2050, up from 1 in 11 in 2019. The latest projections also show the number of people aged 80 or over
Longevity and Your Money Read More »
When training to become a financial professional, much of our course work centers on the six critical areas of creating a financial strategy. Some recognize October as Financial Planning Month, so it’s an excellent opportunity to review those six personal finance areas. Cash Management: This is a broad topic that can address many issues. One area
October is Financial Planning Month Read More »
Whenever we experience a significant and unexpected event in our lives, such as the Coronavirus, it can result in a lot of uncertainty and anxiety. As investors, we want to know what to do. Do we run for safety or stick to our plan? One of the best things we can do at times of
Shock, Awe & Perspective Read More »