Blog

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…

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…

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…

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…

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.…

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,…

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…

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…

We are very pleased to launch our first "Roundtable" event of the season in our Williston, Vermont office. Join us for an intimate discussion about Impact Investing with Michael L. Thompson, CAP®, AIF®…