Category: Finance

By Antoine Williams There is both bad news and good news when looking at long-term care insurance. Long-term care is essential for many in the Baby Boom generation. The over-65 demographic in the U.S. is expected to grow from 39 million to 51 million people between 2009 and 2019.1 At age 65, this group can… Read More

by Antoine Williams Most people make sure they have enough money to pay their bills–the mortgage, car, telephone, credit card, and other payments–each month. However, they often forget to write the most important check. Whether you are a teacher, a professional athlete, a student, or a business owner, the name on the first check you… Read More

The Institute for Divorce Financial Analysts (IDFA) is pleased to announce that Antoine T. Williams of Antoine Williams & Associates Financial Services in Shelburne recently completed a specialized educational program in professional divorce analysis and is now a Certified Divorce Financial Analyst (CDFA). Williams is trained to provide financial information and assistance to people going… Read More

If you want to retire with confidence, have a plan. “As you near retirement age or even within a decade or so, it is time to start doing some serious financial planning,” said Larry Stein, CFA, author of “Peace of Mind Investing.” “Retiring with confidence is to develop a plan that makes sense, executing it,… Read More

Roy Sokolowski and Ben Nostrand are partners in a new combined firm, WestView Investment Advisors, in Burlington. Benjamin Nostrand of Nostrand Financial Planning, a company previously based in Charlotte, has joined Sokolowski Investment Advisors, a former Shelburne business, effective Jan. 2.  The new combined firm, WestView Investment Advisors, has in excess of $90 million in… Read More

When retirement was years away, calculating how much income you may need may have involved a lot of estimates. Now you can be more accurate. Consider the following factors: The length of your retirement The average 65-year-old man can expect to live about 17 more years; the average 65-year-old woman, 20 more years, according to… Read More

By Antoine Williams Government bonds, outside the Eurozone’s periphery, have been among the best performers over the last few years as investors have sought a safe haven. The volatility experienced by most stock markets has further bolstered the allure of government bonds. A terrific column in the Financial Times, “Bond buyers should be mindful of… Read More

By Jason Alderman From now until the New Year is probably when you have the least amount of time to spare on mundane financial bookkeeping tasks. But if you can dedicate a few minutes to review your benefits and tax paperwork, you might be able to shave hundreds – or even thousands – of dollars… Read More

Tuck Rainwater, Director of Government and Community Relations for Comcast in Vermont, was recently recognized as one of 40 Class of 2012 Rising Star honorees by Vermont Business Magazine. The recipients were selected by a panel of judges for their commitment to business growth, professional excellence, and involvement in their communities.  Rainwater was chosen from… Read More

Shelburne resident David W.M. Conard of Langrock Sperry & Wool, LLP was named to the New England “Super Lawyers” list, among the top attorneys in Vermont for 2012. No more than 5 percent of the lawyers in the entire state are selected by “Super Lawyers.” Langrock Sperry & Wool attorneys Alison J. Bell, Christopher L.… Read More