Financial Planning
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Unlocking Their Full Potential: 529 Plans
By Nathan Alexander, CPA, CFP® When we consider the puzzle of how to fund higher education, we often think of… -
A Parent’s Perspective on College Savings: The Power of 529 Plans
By Angela Bowman Over the years, we have written many times about 529 plans and the importance of starting early. This… -
The $1,000,000 Cup of Coffee
By Chris Lafayette THE HOLIDAY SEASON has a way of sweeping us into a glittery, cinnamon-scented tornado of consumerism. Somewhere… -
The Young Professionals Bucket List
What to do when overwhelmed by the To-Do’s By Sofia Menyalkin Having graduated from college this past May, I’ve been thinking… -
Planning Through Uncertainty and Volatility
By Jeanne Blackmore A CONSEQUENCE OF THE POLICY changes being implemented by the current federal administration is uncertainty and volatility… -
Optimize Your Tax Strategy with Roth IRA Conversions
By Devon Walsh Roth IRAs and Traditional IRAs- What are the Differences? With a Traditional IRA, you can contribute pre-tax… -
The Sunset of the Tax Cuts and Jobs Act
By Livia DeMarchis, Esq. The law known as the Tax Cuts and Jobs Act of 2017 (the “TCJA”), P.L. 115-97,… -
Financial & Lifestyle Planning
By Jill Dolan and Katie Gardner It has been a full year since we rolled out our enhanced Financial Planning… -
Plan Early and Be Flexible
By Nathan Alexander, CPA,CFP The number of small businesses seeking an exit and transition strategy appears to be at an… -
Do you really need an estate plan?
By Jeanne Blackmore There are some questions that you should ask only if you are prepared to accept the answer,… -
Financial Planning
By Katie Gardner, Trust Administrator I am delighted to introduce myself and thrilled to have joined Trust Company of Vermont… -
Saving for College
By Livia DeMarchis As everyone knows, college is expensive. While it can be helpful to think of a college degree… -
The Importance of Diversification
Each summer after school gets out, we send our kids to a variety of summer camps. I vividly remember one… -
Dealing with the Inherited IRA 10-Year Termination Rule
By Chris Chapman and Jennifer Rowe Last year’s new termination rule on Inherited IRAs may have been lost in the…
