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48 Harris Place, PO Box 820
Brattleboro, VT 05302-0820

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Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Welcome to The Richards Group's Investment Resource Center. Here you'll find a wealth of information in the form of videos, flipbooks, newsletters, calculators and more.

Investments and retirement planning can be a complex and potentially confusing topic for many people.  While we recognize there is an abundance of public information available, however it may not come from reliable sources.  We have designed this site to help you understand the opportunities and potential rewards when you take a proactive approach to your personal financial situation.

We hope you find these tools valuable and visit the Investment Resource Center often, as we update our information frequently.  One way to ensure this is to add our site to your list of "favorites" in your browser.

Your Investment Team:

Ben Taggard
Steve Burnett

Allisyn Lambert

Jill Golden

Explores how investment strategy changes once retirement begins.

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These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Considering some important issues now could provide more options in the event of early retirement.

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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A balance sheet summarizes your assets and liabilities and reveals your net worth.

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

How Long Will Your Funds Last?

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck