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Digesting Your 2023 Tax Return

Online

Click here to view the webinar on our YouTube channel. Have you ever wondered where the numbers on your tax return come from and why they might not be what you expected? Do you know the difference between your marginal and effective tax rates and how they should impact your tax and financial decisions? Did...

2023 Market Preview with Larry Swedroe

Is there a path to investment success in 2023? Market uncertainty and economic turmoil in the form of unprecedented inflation continues to loom as we look towards the new year. The focus on stock market forecasts and their predictions for 2023 by so-called experts can feel overwhelming. “2023 Market Preview with Larry Swedroe” and learn...

Estate Planning Basics and What You Need to Know About Digital Assets

Estate Planning in Vermont can be complicated. What about your digital assets? Have you identified them and are they protected as part of your estate plan? We spoke with an expert about this and much more: What do you need to know about getting your estate plan in order here in Vermont? Will your estate be...