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Family Financial Planners Rutland VT

Local resource for family financial planners in Rutland. Includes detailed information on local businesses that provide access to financial expertise on money saving guidelines, household budget planning, wasteful spending elimination, daily expenditure control, retirement planning, prepaid tuition plans, higher education planning, and home equity loans, as well as advice and content on how to save money.

Mrs. Margaret Jones, CFP®
(802) 772-3251
67 Merchants Row Ste 102
Rutland, VT
Firm
UBS
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning, Insurance Planning, Intergenerational Planning

Data Provided By:
Ms. Jessica L. Anderson, CFP®
(802) 775-3200
PO Box 600
Rutland, VT
Firm
UBS Financial Services
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Employee and Employer Plan Benefits, Investment Management

Data Provided By:
Mr. Peter G. Valente, CFP®
(802) 775-2341
92 Grove St
Rutland, VT
Firm
Rosen Valente & Willhaus

Data Provided By:
Mr. Thomas G. Boswell, CFP®
(802) 747-9010
80 West St Ste 101
Rutland, VT
Firm
B & F Financial Analytics, Inc. Rutland VT 05701
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Insurance Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable



Data Provided By:
Ms. Marilyn Wilson Edgerton, CFP®
(802) 234-5106
PO Box 134
Gaysville, VT
Firm
Financial Advisory Services

Data Provided By:
Mr. William C. Root, CFP®
(802) 773-9607
128 Merchants Row
Rutland, VT
Firm
Edward Jones

Data Provided By:
Mr. John P. Crowley Sr., CFP®
(802) 747-8002
PO Box 518
Rutland, VT
Firm
Kulig & Sullivan, P.C.
Areas of Specialization
Estate Planning

Data Provided By:
Mr. David L. Frenette, CFP®
(800) 628-2132
PO Box 40
Rutland, VT
Firm
Morgan Stanley Smith Barney

Data Provided By:
Mr. Ronald N. Lazzaro, CFP®
(802) 773-4115
86 N Main St
Rutland, VT
Firm
Ronald N. Lazzaro PC
Areas of Specialization
Comprehensive Financial Planning

Data Provided By:
Citizens Bank - Rutland Shopping Plaza/Price C
(802) 775-1878
38 Shopping Plaza
Rutland, VT
Type
Branch
Office Hours
Mon: 10AM-7PM
Tue: 10AM-7PM
Wed: 10AM-7PM
Thu: 10AM-7PM
Fri: 10AM-7PM
Sat: 10AM-4PM
Sun: 11AM-3PM

Data Provided By:

Financial Planning Before Pregnancy

Financial Planning Before Pregnancy

Making the decision to return to work or be a stay-at-home mom after your baby's birth is a difficult one. Also, determining what your insurance will cover, finding out about your company's maternity leave policy, and even budgeting for diapers and clothing can be stressful. The earlier you begin planning these things, however, the better it will be for you and your family. Here are some tips to get your finances in order before you get pregnant.

Your Family's Income

If you and your partner both work, your finances can take a hit if you plan on staying home with your baby after the birth. The first step is to talk with your partner, and write down all of your current income and expenses. Now, calculate how feasible it will be to cover these expenses with only one income, as well as the costs of raising a child. Try to set aside money each month to prepare for pregnancy and parenting.

Health Insurance And Pregnancy

It's essential that you look into your health insurance plan before you get pregnant. Some health insurance plans won't cover prenatal care and testing, while others will even pay for midwives or doulas if you choose. You need to be thorough what about emergency C-sections, or newborn care after the birth? If you don't check the policy carefully now, you may be faced with some unexpected and expensive surprises during your pregnancy.
If your current plan leaves a lot to be desired, you can switch health insurance coverage to a lower cost plan. Women who are already pregnant when they switch plans need to make sure that the insurance covers pre-existing conditions. For lower income families, there are community programs in place that will provide low-fee insurance coverage for mothers and newborns.
Don't forget about life and disability insurance planning. If something happens to you, you want your baby to be provided for. You may have life insurance or long-term disability insurance...

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