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Life insurance needs can change

It’s easy for many of us to approach life insurance with a “I’ll handle that later” or a “set it and forget it” mentality, and to assume that you have

Montpelier Alive: Celebrate the holiday season

No matter how you celebrate the holiday season, downtown Montpelier offers something for everyone throughout December, culminating in a “uniquely Montpelier” New Year’s Eve celebration.

CEDRR: How CEDRR can help you

Near retirement? Here are 5 smart year-end tax moves to explore

Although tax filing season is months away, the window to make timely tax-saving moves is closing. In most cases, you must act by Dec. 31 to apply any tax savings

A trust can help transfer wealth to heirs

Talking with clients about the legacy they wish to leave behind is an essential part of my job as a financial advisor. How do they want to share their wealth

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