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Articles

Quiz: How Much Have You Thought About Health and Health-Care Costs in Retirement?

When planning for retirement, it's important to consider a wide variety of factors. One of the most important is health and its associated costs. Thinking about your future health and the rising

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Are Your Employees Ignoring Their 401(k)s?

For many businesses, offering employees a 401(k) plan is no longer an option — it’s a competitive necessity. But employees often grow so accustomed to having a 401(k) that they don’t pay much

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Gray Divorce: Dividing Assets Can Impact Retirement

Although most people who marry hope their unions will last forever, about 50% of first marriages in the United States end in divorce.Individuals age 50 and older are still less likely to get

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Reviewing Your Estate Plan

An estate plan is a map that explains how you want your personal and financial affairs to be handled in the event of your incapacity or death. Due to its importance and because circumstances

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Investment Update - February 2019

SVA Plumb Financial recently hosted their annual Investment and Tax Update. This popular program features insights on the market, an investment overview, as well as financial planning strategies

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Optimizing Financial Planning Strategies in 2019

SVA Plumb Financial recently hosted their annual Investment and Tax Update. This popular program features insights on the market, an investment overview, as well as financial planning strategies

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Hybrid Funds: Balanced, Lifestyle, or Target?

Holding a mix of stocks and bonds is fundamental to building a portfolio that can pursue growth while potentially remaining more stable than a stock-only portfolio during market downturns. Many

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How Can I Protect My Personal and Financial Information from Credit Fraud and Identity Theft?

In today's digital world, massive computer hacks and data breaches are common occurrences. And chances are, your personal or financial information is now susceptible to being used for credit fraud

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Key Retirement and Tax Numbers for 2019

Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold

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Business Owners: What's Your Plan for Retirement?

If you're a small-business owner, you probably pour your heart, soul, and nearly all your money into your business. When it comes to retirement planning, do you cross your fingers and hope your

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