Articles

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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2019 Tax Calendar

To help you make sure you don’t miss any important 2019 deadlines, we’ve provided this summary of when various tax-related forms, payments and other actions are due. Please review the calendar and

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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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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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Ten Year-End Tax Tips for 2018

Here are 10 things to consider as you weigh potential tax moves between now and the end of the year.

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Doing Well by Doing Good: Gifting Strategies

When reviewing your annual income tax planning or developing your estate plan, you can do well by doing good.  Making annual charitable contributions or leaving money to charity rewards you in

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Marriage and Money: Taking a Team Approach to Retirement

Now that it's fairly common for families to have two wage earners, many husbands and wives are accumulating assets in separate employer-sponsored retirement accounts. In 2018, the maximum employee

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Mid-Year Planning: Tax Changes to Factor In

The Tax Cuts and Jobs Act, passed in December of last year, fundamentally changes the federal tax landscape for both individuals and businesses. Many of the provisions in the legislation are

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