Nestled at the foot of the Green Mountains, Bristol is the perfect setting for anyone who loves the outdoors. From swimming at Bristol Falls in the summer to exploring the Bristol Trail Network in the fall, there are an abundance of ways to stay active and appreciate some of Vermont’s prettiest views. It’s a beautiful spot to raise a family in, and also a wonderful place to retire to.
Planning for retirement doesn’t have to be an individual effort. There are many complex factors to consider, and sitting down with a local financial advisor to talk through them can alleviate a lot of stress. Whether your questions are personal or technical in nature, One Day In July is prepared to help.
If you’re still working, for example, you might be wondering when it will make sense to stop, how much you should contribute to your 401k and/or IRAs in the meantime, or when you should start taking social security. A One Day In July advisor can help you sort through, simplify, and strategize your investments with these goals in mind.
Similarly, if you’re getting ready to retire, or did so recently, our team of advisors can assist you in understanding the tax implications of drawing from your accounts, figuring out whether it makes sense to roll your 401k into an IRA, and more.
At One Day In July, we are fiduciaries on all accounts, which means we strive to put your interests first at all times. We believe that staying away from commission-based products, charging one asset-based fee, and investing in low-cost index funds allows more of your money to stay in your accounts, compounding over time and working for you in the long run.
Schedule an initial consultation today in person or via Zoom.
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