Investing for Retirement

Wondering when you will be able to retire? We can map out a timeline and a distribution strategy for you, taking into consideration factors like the amount of income you hope to have during retirement, when to begin taking social security payments, taxes, inflation, and other financial goals you may have.

To prudently manage your investments, we begin by getting to know you. Together, we review your overall financial landscape. We discuss your existing investments and other assets, your near-term spending needs, and your long-term financial goals. These conversations allow us to develop a retirement investment plan that is suited to you. Set up a free consultation with a One Day In July advisor today to get started. Advisors at One Day In July are fiduciaries on all accounts, for all clients.


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401k to IRA Rollover

By Financial Advisor Hans Smith

After leaving a job, you have the option to complete a "direct rollover" of your workplace 401k or 403b into an Individual Retirement Account (IRA).

Pension to IRA Rollover

By Financial Advisor Hans Smith

Should you take the lump-sum pension payout option and transfer the assets from a pension to an IRA?

Retirement Planning

Retirement Planning & Investing

Focusing on the whole picture is always our philosophy, and retirement is no exception to this rule, even in the face of anxiety over the markets or your future.

401k Hidden Fees: What Every Employee Should Know

By Financial Advisor Peter Egolf

401k plans have been a captive source for the financial industry to extract fees from American workers.

401k & 403b Plans

Contact us for a free comparison.

Low advisory fees. Low record keeping fees. Low fund fees. We work only for you, driving fees down.

Workplace 401k Selections

By Financial Advisor Hans Smith

More often than not, 401k and 403b plans default employee contributions into target dated investment funds. These funds may not be the ideal investment choice for many investors.



Get Started Today.

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DIFFERENTIATORS
GETTING STARTED
MATERIALS
How Are We Different
Understanding Your Financial Statement
Articles on Investing
Investing with Low Cost Index Funds
Pay Yourself First
Why Use a Fiduciary Financial Advisor?
Financial Planning
Quarterly Booklets
Simple, Low Investment Fees
Investor Resources
Investment Tools
Financial Firm Comparison
The Investment Process
One Day In July in the Media
Local Financial Advisor
How to Switch Financial Advisors
Frequently Asked Questions
Book Recommendations
Types of Investors
One Day In July Careers
Prospect Booklet
Square Mailers
Fee Calculator
SERVICES
Types of Accounts We Manage
Options for Self-Employed Retirement Plans
Saving Strategies
What to do When Receiving a Pension
Investment Tax Strategy: Tax Loss Harvesting
Vermont Investment Management
How to Invest an Inheritance
Investment Tax Strategy: Tax Lot Optimization
Vermont Retirement Planning
How to Make the Best 401k Selections
Investing for Retirement: 401k and More
Vermont Wealth Management
How to Rollover a 401k to an IRA
Investing in Bennington, VT
Vermont Financial Advisors
Investing in Albany, NY
Investing in Saratoga Springs, NY
INVESTING THOUGHTS
Should I Try to Time the Stock Market?
Mutual Funds vs. ETFs
Inflation
The Cycle of Investor Emotion
Countering Arguments Against Index Funds
Annuities - Why We Don't Sell Them
Aim for Average
How Financial Firms Bill
Low Investment Fees
Understanding Fixed Income: Interest Rate Risk
Investing in a Bear Market
Investing in Gold
Is Your Investment Advisor Worth One Percent?
Active vs. Passive Investment Management
Investment Risk vs. Investment Return
Who Supports Index Funds?
Articles by Dan Cunningham
Does Stock Picking Work?
The Growth and Importance of Female Investors
Behavioral Economics
The Forward P/E Ratio

Vergennes, VT Financial Advisor

206 Main Street Suite 20

Vergennes, VT 05491

(802) 777-9768

Wayne, PA Financial Advisor

851 Duportail Rd 2nd Floor

Chesterbrook, PA 19087

(610) 673-0074

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77 College Street #3A

Burlington, VT 05401

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79 Court Street, Suite 1,

Middlebury, VT 05753

(802) 829-6954

Hanover, NH Financial Advisor

26 South Main Street #4

Hanover, NH 03755

(802) 341-0188


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