Resources

Publications & Documents

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

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  PDF, 60.22 KB
• 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.

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  PDF, 949.93 KB
• 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.

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  PDF, 1.30 MB
• 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.

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  PDF, 1.23 MB
• 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.

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  PDF, 751.98 KB
• 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.

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  PDF, 64.56 KB

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