PFA

Securities offered through LPL Financial, Member SIPC

[PFA @PFA_VT]

Discover 10 common investment myths and how understanding them can help you build a smarter, long-term retirement strategy. https://t.co/hCH1bU1aDC

[PFA @PFA_VT]

Here are five practical tips for getting your emergency fund off the ground—no big budget overhaul required. https://t.co/w9PtnG9QQB

[PFA @PFA_VT]

A financial advisor helps you manage your finances and make informed decisions based on your goals. Learn why you need one. https://t.co/iawnlGxf6q

[PFA @PFA_VT]

Many people are surprisingly clueless about key aspects of their partner’s finances — and that can hurt them. Here’s how to get on the same page. https://t.co/Y9DnlXOCRu

[PFA @PFA_VT]

SIMPLE plans may appeal to small business owners and the self-employed. https://t.co/Sr8kNlCQtH

[PFA @PFA_VT]

Feelin’ festive 🎄

[PFA @PFA_VT]

Entrepreneurship is not just for adults. Teaching kids the basics of business and finance from a young age will serve them well in life, no matter what path they pursue. https://t.co/MbCiGppUe4

[PFA @PFA_VT]

With the stock market making strong gains in 2024, consider locking in some gains and setting yourself up for a prosperous 2025. https://t.co/ls3cqdJp4C

[PFA @PFA_VT]

Inherited IRAs hold an individual's inherited assets from a deceased person's IRA or 401(k). Inherited IRAs follow the same tax regulations as regular traditional and Roth IRAs. Non-spouse beneficiaries must withdraw assets within 1 https://t.co/zaeq3jOsn7

[PFA @PFA_VT]

Your life insurance needs change as your life changes. You should periodically review your coverage to ensure it meets your needs. https://t.co/ZA5zACRiSo

[PFA @PFA_VT]

When you're caring for an elderly parent, it may be easy to neglect your own retirement goals; however you need to prioritize your own financial wellness. https://t.co/HuiRy9SLKg

[PFA @PFA_VT]

One of the challenges facing financial planning is that, however helpful, it has an unavoidably boring vibe. It's a challenge that even financial planners face. https://t.co/3gVVi2Af0P

[PFA @PFA_VT]

New IRS rules clarify the distribution requirements for inherited accounts. A few strategies can help you save on taxes. https://t.co/t80YzTY56l

[PFA @PFA_VT]

If you're children don't go to college, can you still save and invest for their future? There are ways to invest that are optimized for other areas besides education. https://t.co/hi4R1cAyIS

[PFA @PFA_VT]

Yes, but there is more than one way to do a rollover, and how you do it can be critical. https://t.co/7eOBQbBIBJ

[PFA @PFA_VT]

Voting for the Seven Daysies "Best of Vermont" is now open! Please take a moment to vote for PFA (Best Financial Advisers category) and all of your VT favorites before June 9th. Visit https://t.co/t7LYn0MZdJ to cast your votes. Thank you for supporting all we do!

[PFA @PFA_VT]

How to control the unconscious attitudes influencing your money habits https://t.co/YQCXaxdi6n

[PFA @PFA_VT]

Weekly Market Commentary | A Busy (and Perhaps Historic) Week for Central Banks https://t.co/XWt4CTlw1I

[PFA @PFA_VT]

Weekly Market Commentary | Gold Shines Brighter Than Ever https://t.co/duZliaGNrj

[PFA @PFA_VT]

Weekly Market Commentary | Super Six Drives Solid Earnings Season https://t.co/coDSQISup3