Vermont Retirement Planning


In Vermont Retirement Planning, it is not true that "all financial advisors are the same." We would like to point out important differences between One Day In July LLC and other investment management firms.

  • We use primarily low cost index funds. Exceptions to this are at client request. (For example, an exception might be an emotional attachment to a long-held stock.)
  • Our own fees, which you can see here, are simple and clear on our website.
  • We believe in low fees, both from funds and from financial advisors.
  • We are not paid commissions by the funds in which we invest clients. Unfortunately this is a common practice in the Vermont retirement planning industry, and it is one of which you need to be aware.

It is common that a new client looking for Vermont retirement planning will bring in statements and we will see many high-fee mutual funds, annuities, and other instruments in their accounts.

If you are looking for Vermont retirement planning please contact us to do a free consultation via phone or in person at one of our Vermont locations in Burlington, Vergennes or Middlebury. We are also available for meetings throughout the state. We service clients across the U.S. from our offices in Vermont, New Hampshire, and Pennsylvania.

By using index funds and charging low fees, we will quickly and efficiently improve your retirement planning. We would love to have you on board!



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

Burlington, VT Financial Advisor

77 College Street #3A

Burlington, VT 05401

(802) 503-8280

Middlebury, VT Financial Advisor

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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