What questions can we help you answer?
- How much do I have to save before I retire?
- How much income can I receive from my portfolio at retirement?
- How could my plan maximize healthcare subsidies and VT property tax rebates?
- What is the best way to pay for my children’s college education?
- Should I be paying taxes now or deferring them until a later time?
- Should I invest extra funds or pay down debts with them?
- How long will my money likely last me under various circumstances?
- What taxes will affect me when I receive income from my investments and which tax advantages should I be utilizing?
- When should I begin to draw Social Security payments in my situation and what about my pension payout options?
- What is the best way to use my workplace benefits such as a 401(k) plan?
- How do I take control of a retirement plan that I’ve left behind at an old job or consolidate my different accounts?
- How do I best pass our family farm or business down to the next generation?
- Am I reviewing my plan regularly to monitor progress and account for any life changes?
