by Thomas Dettre | Dec 2, 2020 | Monthly Tips
Greetings to all, as we move closer to the end of what has been a challenging year. I hope this email finds you well. An important set of decisions regarding saving for retirement is which type of retirement plan to contribute to, how much to contribute, and whether...
by Thomas Dettre | Dec 8, 2019 | Monthly Tips
Greetings and happy holidays to all! It seems hard to believe that a new year, and decade, are almost upon us. One of the annual rituals this time of year for many is selecting health insurance coverage for the next year, during a period of time referred to as...
by Thomas Dettre | Sep 13, 2019 | Monthly Tips
A data breach is an incident in which private, personal information is exposed, viewed without authorization, or stolen. Data Breaches: Tips for Protecting Your Identity and Your Money Large-scale data breaches are in the news again, but that’s hardly...
by Thomas Dettre | Jun 23, 2019 | Monthly Tips
Greetings to all, and happy summer! As the baby boom generation ages – about 10,000 people per day in the U.S. turn 65 – long-term care considerations are receiving more attention in the media, and with good reason. Many people do not adequately consider...
by Thomas Dettre | May 31, 2019 | Monthly Tips
Spring and summer are prime home buying seasons, and buying a home is the largest purchase most people will ever make. Before making this large investment, it is important to understand how much you can afford. The answer is different for everyone, and...
by Thomas Dettre | Apr 27, 2019 | Monthly Tips
Congress has designated April as National Financial Literacy Month in order to raise awareness about the importance of financial literacy education in the United States. National Financial Literacy Month is the perfect time to focus on your saving, investing, and...
by Thomas Dettre | Mar 27, 2019 | Monthly Tips
Happy spring to everyone! It is nice to finally have some more frequent sunshine and somewhat warmer temperatures. This month’s edition of Financial Planning Tips focuses on the benefits of tax advantaged savings vehicles. Understanding the tax considerations of...
by Thomas Dettre | Jan 20, 2019 | Monthly Tips
I hope the new year is off to a good start for everyone. This month’s edition of Financial Planning Tips focuses on investing basics. With the recent volatility in the financial markets, many people have become fearful about their investment portfolios and what the...
by Thomas Dettre | Dec 11, 2018 | Monthly Tips
The end of the year presents a unique opportunity to look at your overall personal financial situation. With factors like tax reform, life changes or just working towards your goals, now is an especially important time to review things. Taking what we now know...
by Thomas Dettre | Nov 23, 2018 | Monthly Tips
I am honored to be featured in the latest issue of the University of Vermont quarterly alumni magazine, Vermont Quarterly, in a piece about the benefits of donating appreciated stock and other investments. See link below to the piece. planned giving page (VQ November...
