Skip to content
catamount financial advisorscatamount financial advisors

Schedule A Discussion

  • Home
  • Business Owners
    • Business Owners
    • Exit Planning for Business Owners
    • Overview
    • Our Approach
    • Our Process
    • Growth Services
    • Valuation
    • Exit Planning
    • Wealth Management & Strategy
    • Blog
  • Families
    • Families
    • Families
    • Service Model
    • Process
    • Planning
    • Corporate Executives
  • Advisory Team
    • Advisory Team
    • Advisory Team
    • Ryan Bartley
    • Michael P. MacConnell
    • T. Michael Brock
    • Patti Jo Steffens
    • Alex White
    • Zachary Kirka
    • Legacy
    • Our Community
    • About Raymond James
  • Resources
    • Resources
    • WorthWhile
    • Business Wealth
  • Videos
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Catamount Financial Advisors
    40 Main Street, Suite 400 Burlington, VT 05401 T: 802.448.6084 TF: 844.350.4573 F: 844.262.4648
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Estate & Giving
    • Family & Lifestyle
    • Financial Planning
    • Markets & Investing
    • Retirement & Longevity
    • Tax Planning
  • Topic
    • Education
    • Goal Planning
    • Longevity Planning
    • Retirement Planning
  • Media
    • Article
    • Calculator
    • Checklist
    • Document
    • Infographic
    • Newsletter
    • Video
Three questions for evaluating the quality of your retirement life
Optimize quality of life in your retirement by answering these three questions
Retirement & Longevity
Could private equity strengthen your retirement plan?

New legislation has expanded access to alternative investments in retirement accounts. Here’s what you should know.

Retirement & Longevity
Read
Read
Retiring to a different state
A retiree's checklist before moving to another state
Retirement & Longevity
Preparing for retirement as a family
7/30/2026
Three conversations to help parents and children plan for the future
Retirement & Longevity
The new retirement playbook
How retirees are reshaping side hustles by prioritizing creativity, human connection and purpose, with extra income as an added benefit.
Retirement & Longevity
Read
The future of Social Security: What you need to know today
How Social Security’s anticipated shortfall may impact you down the road.
Retirement & Longevity
Read
A mid-retirement check-in
Evaluate your retirement beyond health and wealth.
Retirement & Longevity
View
Infographic: Rent or buy? Think through where you want to live in retirement
When it comes to choosing a place to retire, location definitely matters — but there are other factors to weigh, like whether to rent or buy a home.
Retirement & Longevity
Advance care planning: a loving act
Ensuring your loved one’s end-of-life wishes are honored.
Retirement & Longevity
Social Security survivor benefits: 6 things to remember
Understanding how Social Security benefits apply to a surviving spouse is essential to creating an effective retirement income plan.
Retirement & Longevity
Embarking on an encore career as an entrepreneur
Starting a business in retirement.
Retirement & Longevity
twitterfacebookenvelope

Get experienced insight For the exit and beyond

catamount financial advisorscatamount financial advisors
  • Catamount Financial Advisors
  • 40 Main Street, Suite 400 Burlington, VT 05401
  • T: 802.448.6084
  • TF: 844.350.4573
  • F: 844.262.4648
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

© 2022 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use