(802) 829-6954
Serving Central Vermont & Southern Vermont
Serving Central Vermont & Southern Vermont
A sound investment strategy meets your objectives and adapts as your life changes. With a consistent strategy and proper oversight, investing in your future will create a sense of comfort while growing wealth.
One Day In July was notified of its status as winner of the 2024 Best Financial Planning / Investment Firm award on 4.11.24. Winners of VermontBiz's 2024 BOB Awards were determined by a survey of Vermont Business Magazine readers conducted from January 1 – March 1, 2024. ODIJ licensed the use of the USA Today award name and logo through a payment to Statista Inc. Firms being awarded with placement on the 2024 USA Today Best Financial Advisory Firms list (published 4.23.24) are determined by recommendations from clients and peers and a firm's development of assets under management (AUM) in both the short-term (1-year) and long-term (5-years). Learn more here.
A sound investment strategy meets your objectives and adapts as your life changes. With a consistent strategy and proper oversight, investing in your future will create a sense of comfort while growing wealth.
One Day In July serves a wide variety of clients in Vermont, and across the United States. Our clients range from high net worth individuals to middle-income families, from foundations, non-profits, and small and large business owners to young investors, retiring investors and 529 Plan savers.
One Day In July was notified of its status as winner of the 2024 Best Financial Planning / Investment Firm award on 4.11.24. Winners of VermontBiz's 2024 BOB Awards were determined by a survey of Vermont Business Magazine readers conducted from January 1 – March 1, 2024. ODIJ licensed the use of the USA Today award name and logo through a payment to Statista Inc. Firms being awarded with placement on the 2024 USA Today Best Financial Advisory Firms list (published 4.23.24) are determined by recommendations from clients and peers and a firm's development of assets under management (AUM) in both the short-term (1-year) and long-term (5-years). Learn more here.
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Carrie McDonnell is located in Rochester, Vermont. Carrie serves clients throughout Central Vermont and Southern Vermont.
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Traditional IRA v. Roth IRA: Which one is right for me?
Using an Individual Retirement Account (IRA) is a great way to save for retirement and also potentially save on taxes. Even if you have an employer sponsored plan through work, you can also have an IRA if you meet the eligibility requirements.
Vermont Teachers: Guide to Retirement and Investing
As a former school administrator, I have witnessed the skill and dedication of our Vermont teachers at work. Considering how impactful and critical educators are to our state’s future, one would expect our teacher retirement system to be designed to ensure full financial security for these civil servants. Unfortunately, this is not the case. A successful retirement for educators requires planning and a multi-faceted approach.
Investment Insights Newsletter
Meaningful musings from Dan Cunningham, One Day In July's founder. Delivered right to your inbox.
Rolling Over a 401k: What You Need to Know
Rolling over old 401k’s and consolidating these accounts into an IRA can help simplify your life. Rather than logging into multiple institutions to view your investments, you can bring these accounts all under one roof. As Henry David Thoreau once wrote, “Our life is frittered away by detail. Simplify, simplify.”
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