ARTICLES


  • What Is an ERISA Fiduciary?

    What Is an ERISA Fiduciary?

    Sean Cote |
    • University Advisory Group
    • Individual Retirement
    • Business Retirement
    | 6/28/2017
    Do you know what an Employee Retirement Income Security Act (ERISA) fiduciary does? Find out here.
    Read more
  • is it wise to trade your pension for a lump sum

    Is It Wise to Trade Your Pension for a Lump Sum?

    Brett Christensen |
    • University Advisory Group
    • Individual Retirement
    • Financial Planning for Physicians
    | 6/22/2017
    Are you not sure whether you should take the lump sum over your monthly pension? Let us lay out the pros and cons for you.
    Read more
  • tax benefits of homeownership

    Tax Benefits of Homeownership

    Keith Kuzera |
    • Personal Investment
    • Individual Retirement
    | 6/19/2017
    Buying a home can be a major expenditure. Fortunately, federal tax benefits are available to make homeownership more affordable and less expensive. What are those benefits?
    Read more
  • save taxes over time two roth conversion strategies

    Save Taxes Over Time – Two Roth Conversion Strategies

    Erin M. Burke |
    • Savvy Women
    • Individual Retirement
    | 6/8/2017
    Find out how you could possibly save money by converting to a Roth IRA.
    Read more
  • Top 6 Points to Consider as You Approach Retirement

    Top 6 Points to Consider as You Approach Retirement

    Sue Peck |
    • University Advisory Group
    • Savvy Women
    • Individual Retirement
    • Financial Planning for Physicians
    | 5/16/2017
    Are you closing in on retirement? Take a look at the top 6 points you should be focused on heading down the stretch.
    Read more
  • Top Strategies for Repaying Your Student Loans

    Top Strategies for Repaying Your Student Loans

    Drew Melby |
    • Financial Planning for Physicians
    | 5/4/2017
    Repaying your student loans shouldn't be a difficult process. Here are the top strategies you can use to ease the burden.
    Read more
  • Digital Deception: Current Trends in Cybercrime

    Digital Deception: Current Trends in Cybercrime

    Jeanne Mraz |
    • University Advisory Group
    • Savvy Women
    • Personal Investment
    • Individual Retirement
    • Financial Planning for Physicians
    | 4/27/2017
    Find out how you can help protect your finances from cybercrime.
    Read more
  • spring cleaning your finances

    Spring Cleaning Your Finances

    Jay Neary |
    • University Advisory Group
    • Savvy Women
    • Personal Investment
    • Individual Retirement
    • Financial Planning for Physicians
    | 4/21/2017
    While most spring cleaning projects are likely focused on your home, maybe you should do the same with your finances. Here’s some quick and easy things you can do to start.
    Read more
  • Investing for Major Financial Goals

    Investing for Major Financial Goals

    Jay Neary |
    • University Advisory Group
    • Personal Investment
    • Individual Retirement
    • Financial Planning for Physicians
    | 4/13/2017
    Investing for major financial goals is not as tricky as you think.
    Read more
  • adjusting to life financially after a divorce

    Adjusting to Life Financially after a Divorce

    Erin M. Burke |
    • University Advisory Group
    • Savvy Women
    • Personal Investment
    • Individual Retirement
    • Financial Planning for Physicians
    | 4/6/2017
    There's no doubt about it--going through a divorce can be an emotionally trying time. But have you thought about the financial challenges?
    Read more

Contact Us

Want to learn more about this topic or the services SVA Plumb Financial provides? Great, we'd be happy to answer any of your questions. Just fill out the form below and we'll get in contact.

Subscribe to Articles mailing list!

RSS Feed

Want our Articles content added to your RSS Feed?
Just click the button below to subscribe.

Not sure how to use an RSS Feed? Click here to find out how in three simple steps.