SVA PLUMB E-NEWSLETTERS



SVA PLUMB FINANCIAL E-NEWSLETTER

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The SVA Plumb Financial e-newsletter keeps you updated on all the financial news that matters most to you. Contained in our e-newsletter is also our monthly Money Minute video series that features one of our professionals speaking on a specific financial topic. Sign up today to start receiving them or click on past e-newsletters below.

  • FOCUSED on your Financial Future - June 2017

    Issue topics include: Money Minute featuring Financial Planning Through Divorce, "Four Numbers You Need to Know Now", "Student Loan Debt: It Isn't Just for Millennials", "Expect the Unexpected: What to Do If You Become Disabled", "What is a funeral trust?", "What is a pet trust?".
  • FOCUSED on your Financial Future - May 2017

    Issue topics include: Money Minute featuring Saving for Education vs. Retirement, "Is Smart Beta a Smart Strategy for You?", "Tax Benefits of Homeownership", "Is It Wise to Trade Your Pension for a Lump Sum?", "Are you ready to retire?", "What is an ERISA fiduciary?".
  • FOCUSED on your Financial Future - April 2017

    Issue topics include: "Four Ways to Double the Power of Your Tax Refund", "Converting Retirement Savings to Retirement Income", "Spring Cleaning Your Finances", "What are bond ratings?", "What bond ratings do agencies use?".
  • FOCUSED on your Financial Future - March 2017

    Issue topics include: Money Minute featuring Understanding Investment Strategies for Women, "Due Date Approaches for 2016 Federal Income Tax Returns", "Why Diversification Matters", "Why a Life Insurance Claim May Be Denied", "How can I prepare financially for stormy weather?", "What are some tips for creating a home inventory?".
  • FOCUSED on your Financial Future - February 2017

    Issue topics include: Money Minute featuring Is it Time to Review Your Pension Plans?, "Quiz: How Much Do You Know About Social Security Retirement Benefits?", "Tax Tips for the Self-Employed", "Grandparents Can Help Bridge the College Cost Gap", "Can the IRS waive the 60-day IRA rollover deadline?", "What's the difference between a direct and indirect rollover?".
  • FOCUSED on your Financial Future - January 2017

    Issue topics include: Money Minute featuring Rollovers from 401(k) Plans, "Medicare and Medicaid: What's the Difference?", "Key Retirement and Tax Numbers for 2017", "Growth, Value, or Both", "How can I pay off the credit card debt I racked up over the holidays?", "I get so many credit card reward offers. How do I know which one to choose?".
  • FOCUSED on your Financial Future - December 2016

    Issue topics include: Money Minute featuring End of Year Tax Planning, "Playing Catch-Up with Your 401(k) or IRA", "The Giving Season: Six Tips for Making Smart and Effective Charitable Donations This Holiday Season", "Pooled Income Fund: A Charitable Gift That Provides Income to You", "How can technology help me manage my money?", "What should I know before doing my holiday shopping online?".
  • FOCUSED on your Financial Future - November 2016

    Issue topics include: "Will vs. Trust: Is One Better Than the Other?", "Are You Ending 2016 Healthy, Wealthy, and Wise?", "Pretax, Roth, or After-Tax Contributions: Which Should You Choose?", "Do I need to make any changes to my Medicare coverage for next year?", "What changes can I make during this year's Medicare Open Enrollment Period?".
  • FOCUSED on your Financial Future - October 2016

    Issue topics include: Money Minute featuring Should You Consider Converting Your Current IRA to a Roth IRA?, "Earnings Call: A Closer Look at Financial Reports", "Ten Year-End Tax Tips for 2016", "Top Financial Concerns of Baby Boomers, Generation Xers, and Millennials", "What are my health-care options if I retire early?", "Should I accept my employer's early-retirement offer?".
  • FOCUSED on your Financial Future - September 2016

    Issue topics include: Money Minute featuring Advance Health Care Directives For Young Adults, "Substantiating Your Charitable Gifts", "How to Get a Bigger Social Security Retirement Benefit", "The Importance of Saving for Retirement at a Young Age", "How is GDP calculated in the U.S.?", "What is the most important component of GDP in the United States?".
  • FOCUSED on your Financial Future - August 2016

    Issue topics include: Money Minute featuring Financial Planning Under 40, "Investors Are Human, Too", "Be Prepared to Retire in a Volatile Market", "Understanding the Net Investment Income Tax", "Should I pay off my student loans early or contribute to my workplace 401(k)?", "Have you heard about the newest employee perk?".
  • FOCUSED on your Financial Future - July 2016

    Issue topics include: Protecting Your Identity: Top Cybersecurity Threats video, “Mid-Year 2016: An Investment Reality Check”, “Q&As on Roth 401(k)s”, “Finding and Claiming Forgotten Funds”, “I have matured U.S. savings bonds. Are they still earning interest and, if not, can I roll them over to another savings bond?”, “How many types of government savings bonds are there, and what’s the difference between them?”.