Resources
Tools, guides, and videos from Vital Investment Management and its practices.
These are the planning tools, downloadable guides, and videos already published for households and business owners. A calculator or PDF is educational. It is not personalized advice, and it does not create a client relationship.
On this website
- Estate tax calculator
Educational estimate of Colorado estate tax, which is zero, and of Massachusetts tax on real property a nonresident owns there.
- Business retirement plan finder
SEP, SIMPLE, solo 401(k), safe harbor 401(k), and cash balance compared with 2026 IRS limits. No projected balances.
- Illiquidity Risk Opportunity Finder
Educational illustration of unused illiquidity capacity. Already on this website.
- Financial Planning Magazine
October 2019 cover featuring Dave Eads, and the succession-planning interview.
Planning tools
- Am I On Track? Free Financial Snapshot
The same snapshot linked from vimsmallbusiness.com and vimnewengland.com.
- Financial Planning Organizer
The fact finder both practices use to start a planning file.
- Retirement gap
A hypothetical illustration of a retirement funding gap. It is not investment advice.
Public calculators
- Roth conversion calculator
Charles Schwab calculator, listed on vimnewengland.com.
- Growth calculator
Investor.gov compound-interest calculator.
- Tax withholding estimator
IRS Tax Withholding Estimator.
Planning guides
PDFs published on vimnewengland.com. Each file opens in a new tab.
- Master List of Goals
- Important Numbers (2026)
- What Issues Should I Consider Before I Retire?
- Estate documents review
- Common Trusts Summary Guide (2026)
- Traditional IRA Distribution Rules
- Should I Consider Doing a Roth Conversion?
- Common Retirement Plans for Small Business Owners (2026)
- Common Pension Plans for Small Business Owners (2026)
- What Issues Should I Consider as a Business Owner or 1099 Worker?
Videos
Vital Introductions is a service of Vital Investment Management, LLC. It introduces households with at least $1,000,000 in investable assets or $250,000 in annual income.
Vital Introductions
- How matching works
How the questionnaire routes one household to one advisor. No guaranteed match.
- Request an introduction
- Retirement gap calculator
- Outside account management
401(k), 403(b), 457, TSP, and other held-away accounts through Pontera. No rollover, and no credentials shared.
- Advisors
- vitalintroductions.com
Small business owner practice
These tools and articles are maintained on vimsmallbusiness.com for business owners. Dillon Goodman leads that practice.
- Business Owner Financial Clarity Assessment
- Business Valuation Estimator
An illustrative range, not an appraisal.
- Owner Wealth Gap
- Business transition and succession guide
Owner articles
- Selling Your Business to an Employee
- Exit as a multi-year project
- Business Retirement Plans: SEP vs SIMPLE vs Solo 401(k) vs Cash Balance
- Owner Retirement Plans: Solo 401(k) vs SEP vs Safe-Harbor 401(k)
- Tax-Coordinated Investing, Working With Your CPA
- What Fee-Only Investment Management Costs
- Investing Business Sale Proceeds After Closing
- Treasury cash for growing owners
- Wealth outside the company
- Cash management for business owners
- Buying out a business partner
- Pre-sale tax and charitable planning
- Family business succession planning
- How to choose a financial advisor for business owners
- Business exit planning in Northern Colorado
- Passing your Colorado business to your children
- Tax-efficient investing for Colorado owners
New England practice
These pages are maintained on vimnewengland.com. Rusty Tredwell leads that practice.