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Throughout your career, retirement planning will likely be one of the most important components of your overall financial plan. Whether you have just graduated and taken your first job, are

Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire. It sounds a little

Few terms in personal finance are as important, or used as frequently, as "risk." Nevertheless, few terms are as imprecisely defined. Generally, when financial advisors or the media talk about

The option to use Roth versions of employer 401(k), 403(b), and 457 retirement plans are becoming more prevalent in recent years from both public and private employers. While these Roth employer

A financial crisis can be scary at any age, but this is especially true when you're in your 40s or 50s. Perhaps you're way behind on saving for retirement or have too much debt from unnecessary

Women represent the largest proportion of influence over wealth. They own more than half (51%) of all U.S. personal wealth and they’re on track to inherit two thirds of the wealth ($22 trillion)

Year over year, participation in 529 plans continues to rise.¹ Anyone can open an account, lifetime contribution limits are typically over $300,000, and there are tax benefits if the funds are

At its meeting on March 20, 2019, the Federal Open Market Committee (FOMC) maintained the benchmark federal funds rate at the target range of 2.25% to 2.50% that was set in December 2018. This in

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

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