Financial Planners Rutland VT

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

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

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

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

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

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

Data Provided by:
Mr. Thomas G. Boswell, CFP®
(802) 747-9010
80 West St Ste 101
Rutland, VT
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:
Mr. Peter G. Valente, CFP®
(802) 775-2341
92 Grove St
Rutland, VT
Rosen Valente & Willhaus

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

Data Provided by:
Citizens Bank - Rutland
(802) 775-0025
47 Merchants Row
Rutland, VT
Office Hours
Mon: 9AM-5PM
Tue: 9AM-5PM
Wed: 9AM-5PM
Thu: 9AM-5PM
Fri: 9AM-5PM
Sat: na
Sun: na

Data Provided by:

Number Crunch

Surviving a Stre$$ful Economy

By Lisa James and Allan Richter

March 2009

Our country is facing the kind of economic crisis we haven't seen since
the Great Depression, and you're probably worried about your financial security.
Learn how to protect yourself against the psychological and physical fallout.

First the housing market imploded, then the banks stumbled, then sales of cars and other durable goods fell with an ominous thud. As a result layoffs have ravaged some of the country's biggest corporate icons: 10,000 jobs lost at Boeing, 10,000 at GM, 7,200 at Caterpillar, 6,700 at Starbucks.

The federal government counted nearly 4.8 million Americans receiving unemployment benefits at the end of January, with no end in sight.

You can find the victims of an economy in free fall everywhere. Emily, 56, and Marie, 47, were both among 50 people laid off in December from the IT department of a New York electronics firm. Even as they seek career counseling at a suburban New York State Labor Department office, Emily and Marie (who asked that their last names not be used) both fear that they are overqualified in whatever is left of today's job market. As Emily puts it, "Age is against us. Our experience is against us. We understand we have to take cuts in salary." Marie adds, "We're re-learning how to interview."

The Health Toll of a
Bad Economy

People age 45 and older who are concerned about being able to afford healthcare

Those who have delayed seeing a practitioner

Those who have cut back on preventive care

Comparisons have been drawn between the current crisis and the Great Depression - and with good reason. "We haven't seen anything of this magnitude for 70 years," says Barry Shore, PhD, professor of decision sciences at Whittemore School of Business and Economics, University of New Hampshire.

Some people are drowning in economically driven fear. One of them was Ervin Lupoe of Wilmington, California; both he and his wife, Ana, had lost their jobs at Kaiser Permanente West Los Angeles Medical Center. Police say that on the night of January 27 Lupoe shot his wife and five children before killing himself the next morning. Between the mortgage company and the IRS the Lupoes owed $17,500, with thousands more on a home equity credit line.

Such tragic stories may be rare but the effects of economic stress are not. In a 2007 survey by the American Psychological Association (APA), 74% of Ameri­cans rated work as a "significant source" of stress, with money right behind at 73%. This was before the current crisis started; it would be hard to imagine that those figures are any lower now.

Long Shadows

As grim as they are, unemployment numbers tell only part of the story. According to a survey by the American Association of Retired Persons (AARP), nearly 60% of all Americans 45 and older have lost money on their investments, including their 401(k)s, and o...

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