Proactively Managing Change to Help Achieve Optimal Outcomes
For over twenty years, the professionals at Hanover Financial Group have offered advisory services aimed at helping clients proactively manage change to help create optimal outcomes. As your advocate, we will listen, guide and inform you about the various scenarios that will help you meet your short and long term goals.
All too often individuals assess their financial health by looking only at their investment portfolio. Our holistic, integrated wealth planning process begins by getting to know you, your dreams, ambitions, and concerns. Looking at the range of wealth management issues we help you develop a suitable, customized plan that will help you effectively manage your financial, personal and family health and well-being. As a member of your team we collaborate with your accountant, attorney and other advisors to create a common vision and plan to help you achieve optimal outcomes.
As your advisor, we strive to help you successfully manage the voyage ahead and develop an effective plan that will help you to generate optimal outcomes. Call for your complimentary consultation today. (802) 253-0160.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Use this calculator to estimate your capital gains tax.
Assess whether you are running “in the black” or “in the red” each month.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps estimate your federal estate tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
This questionnaire will help determine your tolerance for investment risk.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Why are 401(k) plans, annuities, and IRAs so popular?
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
With alternative investments, it’s critical to sort through the complexity.
It’s never a bad time to speak with your financial professional about changes in your situation.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.