Picturesque mountain views, prestigious Middlebury College, a vibrant Main Street, and a cozy small-town feel are just the beginning of what Middlebury, Vermont has to offer. It’s a wonderful community to go to school in, grow up around, and retire to.
It’s difficult to know where to begin when it comes to retiring. Even if you’ve been steadily contributing to your 401k and/or IRAs for years, it’s still stressful to think about when to stop working, how to invest your assets, and how to spend your hard-earned savings. Whether you’d like to attend shows at the Town Hall Theater, spend your winters skiing at the Middlebury Snowbowl, or enjoy Middlebury’s selection of fine dining, a One Day In July financial advisor can help you decide how to set and achieve your retirement goals.
On top of those personal concerns, there are tax implications to familiarize yourself with depending on the kind of accounts you hold. It’s also important to consider cost of living and social security calculations, distribution requirements, housing and healthcare costs, and more. Working with a local financial advisor can make the process of reviewing statements, consolidating accounts, and creating a plan you feel confident about so much easier.
At One Day In July, our financial advisors are fiduciaries on all accounts which means our clients’ interests always come first. We aim to provide exceptional investment advice and retirement planning services at a low fee so that more of your money stays in your accounts, growing for you in the long run.
Schedule a consultation today at our Middlebury office.
Get Started Today.
v 2.4.137 | © One Day In July LLC. All Rights Reserved.
