Coach or Advisor?
Do you prefer a collaborative approach or simply seeking advice ... more >


So what is the difference between a coach and advisor?

The distinction is fairly simple. A financial advisor provides advice on financial products and services. A coach works to help the client set goals, develop plans and provides ongoing education and guidance...


Healthcare in Retirement
Increase your knowledge regarding the ABCs of Medicare...more >


Understanding Medicare is an essential part of your retirement strategy.

Medicare is a federal health insurance program created in 1965 to help pay medical costs incurred by people over the age of 65,people with certain disabilities , and people with end-stage renal disease ...


Bridge to Tomorrow

Start your journey to retirement
with confidence.Watch our Bridge to
Tomorrow video

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  • Vermont Wealth & Retirement conducts a series of educational and entertaining workshops throughout the year. To request a list of upcoming workshops email