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1221 John Q Hammons Dr.
Madison, WI 53717

Milwaukee, WI
18650 W. Corporate Dr.
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Brookfield, WI 53045

Appleton, WI
4321 W. College Ave.
Suite 300
Appleton, WI 54914

Rockford, IL
6952 Rote Rd.
Suite 400
Rockford, IL 61107

(888) 856-8801

Financial Planning > Resources

Resources

Publications & Documents

  • Financial Checklist
    How well are you positioned to be in control of your financial future and meet your fiscal goals? Work through this comprehensive checklist to ensure key areas of your financial situation are in order.

    Download this file

    PDF, 1.04 MB
  • 2011 Year End Checklist
    Take two minutes to work through this checklist and make sure your finances are in order to end the year. The list covers a wide range of financial topics and will help you review issues that may make a difference in your year-end strategies as well as plans for next year.

    Download this file

    PDF, 64.56 KB
  • Maximize your Retirement: Tax and Financial Planning
    A downloadable .pdf file of SVA's Maximize your Retirement: Tax and Financial Planning, presentation by Thomas Milliken and Debbie Oswald.

    Download this file

    PDF, 751.98 KB
  • Your Window of Opportunity is Now: Take Advantage of 2011 & 2012 Gift Tax Savings!
    A downloadable .pdf file of SVA's Your Window of Opportunity is Now: Take Advantage of 2011 & 2012 Gift Tax Savings! presentation by Kathryn Norton and E.G. Schramka of SVA Plumb Financial.

    Download this file

    PDF, 1.23 MB
  • Dividends: A Cornerstone of your Investment Plan
    A downloadable .pdf file of SVA Plumb Financial's Dividends: a Cornerstone of your Investment Plan presentation by Tim O'Brien, Ken Cavalluzzo and Brian Reamer.

    Download this file

    PDF, 1.30 MB
  • Your Life Profile from The New Retirementality with Mitch Anthony
    (Presentation Handout) - "Your Life Profile" from "The New Retirementality" with Mitch Anthony - presented by SVA Plumb Financial.

    Download this file

    PDF, 949.93 KB
  • Money Mistakes Doctors Make
    A downloadable .pdf file of the "Money Mistakes Doctors Make" article written by Jay Czarapata, CFP(r).

    Download this file

    PDF, 60.22 KB

Articles

  • Asset Allocation Reduces Investment Risk
    Written by Kurt Krumholz, CFP®
    Many investors spend considerable time trying to pick the right mutual fund or investment security. But emphasis on securities selection should not be at the expense of your asset allocation strategy, which is the most significant factor in determining a portfolio's return.
    Read the full article.
  • Are You Emotionally Ready to Retire?
    Written by Maureen Hansen, CLU
    For many of our clients, early retirement may sound like a dream come true. But early retirement may not be as simple as it seems. Not only do you have to consider the financial cost of early retirement, you also need to determine if you are emotionally ready to retire.
    Read the full article.

Informational Websites

  • Social Security Administration
    The official site of the Social Security Administration.

    Visit this website.

  • Wisconsin Retirement System
    Wisconsin Department of Employee Trust Funds website.

    Visit this website.

  • Internal Revenue Services
    The official website of the IRS.

    Visit this website.

  • Wisconsin Deferred Compensation Program
    The Wisconsin Deferred Compensation Program, or WDC, is a supplemental retirement savings program that is available to all active state and university employees. Active local government and school district employees may also be eligible if their employer has elected to offer this optional benefit program.

    Visit this website.

  • Bankrate.com
    Bankrate, Inc. is the Web's leading aggregator of financial rate information, offering an unparalleled depth and breadth of rate data and financial content.

    Visit this website.

  • Edvest
    EdVest is Wisconsin's state-sponsored college savings plan administered by the College Savings Program Board and the Office of the State Treasurer.

    Visit this website.

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