by Thomas Dettre | Dec 2, 2020 | Uncategorized
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 | Apr 27, 2019 | Uncategorized
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 | Uncategorized
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 | Uncategorized
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 | Uncategorized
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 | Uncategorized
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...
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