Financial Planning Burlington VT

Here are a few thoughts on dealing with job loss in Burlington in this economy: If you don't carry credit card debt, get a gas rebate card. It will help with rising gas expenses without costing you a thing. Make all your debt as fixed rate as possible. For your mortgage, HELOC and credit cards try and get them to a fixed rate so you are not exposed to rising interest rates in the future.

Jamie Milne
Milne Financial Planning, Inc.
(802) 476-0602
76 Ethan Allen Drive, Suite 4
South Burlington, VT
Expertises
Retirement Planning & Distribution Rules, Middle Income Client Needs, Ongoing Investment Management, Socially Responsible Investments, Investment Advice without Ongoing Management, Divorce Planning
Certifications
NAPFA Registered Financial Advisor, BS, CDFA, CFP®, MBA

Donald Dempsey
Dempsey Investment Management, LLC
(802) 764-5815
PO Box 1591
Williston, VT
Expertises
Ongoing Investment Management, Hourly Financial Planning Services, High Net Worth Client Needs, Helping Clients Identify & Achieve Goals, Investment Advice without Ongoing Management, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®

Mrs. Rebecca K. Walsh, CFP®
(802) 660-7086
110 Main St Ste 401
Burlington, VT
Firm
Pathway Financial Advisors, LLC

Data Provided by:
Mr. Marc V. Fragola, CFP®
(802) 865-5000
620 Hinesburg Rd
South Burlington, VT
Firm
Fleischer Jacobs Group
Areas of Specialization
Comprehensive Financial Planning

Data Provided by:
Mr. Michael J. Mathon, CFP®
(802) 861-4040
110 Main St Ste 300
Burlington, VT
Firm
Ameriprise Financial Services,

Data Provided by:
Scott Beaudin
Pathway Financial Advisors, LLC
(802) 660-7086
110 Main Street, Suite 401
Burlington, VT
Expertises
Hourly Financial Planning Services, High Net Worth Client Needs, Ongoing Investment Management, Planning Issues for Business Owners, Estate & Generational Planning Issues, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS, MBA

Mr. Jason J Frank, CFP®
(802) 652-6048
69 Swift St.
South Burlington, VT
Firm
Morgan Stanley
Areas of Specialization
Banking, Budget Development, Comprehensive Financial Planning, Debt Management, Education Planning, General Financial Planning, Investment Management

Data Provided by:
Mrs. Patricia N. Sokolowski, CFP®
(802) 489-5342
95 College St
Burlington, VT
Firm
WestView Investment Advisors
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Investment Management, Retirement Income Management, Retirement Planning, Sudden Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Business Executives

Data Provided by:
Ms. Brigette L. White, CFP®
(802) 863-5534
346 Shelburne Rd
Burlington, VT
Firm
Associates in Finl Planning
Areas of Specialization
Comprehensive Financial Planning

Data Provided by:
Mr. Gregory A. Mclenithan, CFP®
(802) 860-9990
1233 Shelburne Rd
South Burlington, VT
Firm
McLenithan Financial
Areas of Specialization
General Financial Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Data Provided by:

Cost Saving Strategies Post-Layoff

Q: I am a 47 year old woman and recently lost my job due to corporate layoffs. While I am already searching for new jobs, I was hoping you could give me some cost saving strategies until I secure my next position.

 

Here are a few thoughts on dealing with job loss in this economy:

1) If you don't carry credit card debt, get a gas rebate card. It will help with rising gas expenses without costing you a thing.

2) Come up with a weekly plan with your cash flow allowance. Make sure you allow yourself some sort of a treat.

3) Make all your debt as fixed rate as possible. For your mortgage, HELOC and credit cards try and get them to a fixed rate so you are not exposed to rising interest rates in the future.


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