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Money

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Do You Have Unclaimed Property?

We have seen this scenario play out many times –…

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Tax News & Resources

Five Ways to Pay for College

Breanna Sykes, a Wealth Advisor with our affiliated wealth planning…

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Tax News & Resources

High Inflation: How Long Will It Last?

In March 2022, the Consumer Price Index for All Urban…

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Tax News & Resources

Stay Ahead of Tax Planning During Times of Uncertainty

We couldn’t be more excited to share the new article…

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Tax News & Resources

Divorce and Your Tax Return: 5 Things You Need to Know

Divorce can have a big impact on your situation. If…

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Tax News & Resources

New Higher Estate And Gift Tax Limits For 2022

The official estate and gift tax exemption climbs to $12.06…

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Tax News & Resources

5 Ways to Stick with Your Financial Resolutions

By Paul Sisolak, original post  from www.chimebank.com. As 2019 approaches,…

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Case Study: Navigating the Death of a Family Member

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2025 Davis & Hodgdon Tax Season Donation

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Wealth Management Resources from Copper Leaf Financial

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Why Vermont Could Be Your Ideal Retirement Destination

READ MORE Why Vermont Could Be Your Ideal Retirement Destination

Limits & Milestones: Your Financial Planner for 2025

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Is tax loss harvesting a smart strategy for you?

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Williston Office:
33 Blair Park Road Suite 201, Williston, VT 05495
T: 802-878-1963, F: 802-876-1864

Rutland Office:
225 South Main Street, Rutland, VT 05701
T: 802-775-7132, F: 802-773-3810

St. Albans Office:
8 South Main Street, St. Albans City, VT 05478
T: 802-878-1963, F: 802-876-1864

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