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Articles

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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The SVA Basics of Diversification

Everyone has heard the phrase “don’t put all your eggs in one basket”. This theory can (and should) be applied to your investment portfolio. Putting money into different “baskets” helps spread

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Fixed and Variable Annuity Costs: What You Need to Know

When you think of annuities, you may think of a policy owner that pays an insurance company a premium(s), and in return receives a series of annuitized payments for a defined period of time. 

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Increases to Retirement Savings Limits for 2019

As we head into a new year, this a good time to review your cash flow and savings for 2019 to ensure you are maximizing your benefits. In November, the IRS announced a $500 annual increase of

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On the Road to Retirement, Beware of These Five Risks

On your journey to retirement, you'll likely face many risks that have the potential to throw you off course. Following are five common challenges retirement investors face. Take some time now to

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