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Financial Planning Tips: Retirement

Dec 21, 2015
With a little planning, retirement can be a time to enjoy the good things in life. Three retirement planning musts: Take full advantage of retirement investment options. Make the most of everything your…

Financial Planning Tips: "Life Emergencies"

Dec 09, 2015
Preparation and a solid plan may provide a financial safety net at a time when it’s most needed.  Unemployment. Having a rainy day fund can be an enormous help in warding off financial disaster. Your…

Financial Planning Tips: Marriage and Parenthood

Dec 02, 2015
Getting married and having children are as much financial milestones as emotional ones. Marriage. A few questions you should consider before (and shortly after) the wedding: Do you need a prenuptial…

Financial Planning Tips: Home Ownership

Nov 09, 2015
Following are 7 tips for keeping your dream of buying a home from turning into a nightmare. Decide first whether this is the right time to buy. Investigate financing early on. Shop around for the best…

3 Tips for Financing Your Child's College Education

Nov 04, 2015
1) Start Early. The key to any college investment plan is to allow enough time for your money to work for you. 2) Maximize Your Return. Create a diverse investment strategy that takes into account the…

Financial Planning Tips: As You Begin Your Career

Oct 28, 2015
Following are vital tips – whatever your career, whatever your income. (1) Understand your benefits package. That includes health insurance, pension plans, savings options, life and disability insurance.…

Financial Tips for Life 101

Oct 21, 2015
Wherever you are in life, these tips may help you get on solid financial ground and help you stay there. Get specific with your goals. There’s an old expression: “If you don’t know where you’re going,…

10 Easy Tips for Saving Money

Oct 20, 2015
While most people realize that saving money is critical, many don’t know how to save. Following is a short list of suggested “how to” saving techniques. Before getting started, go through the exercise…

Mergers and Acquisitions: 3 Critical Steps for Key Employees

Jul 21, 2015
Our phones have been ringing recently after news affecting some local Vermont companies.  Major corporate changes are almost always stressful, however they could also have potential for generous opportunities. When…