Simplify your financial life with SVA Financial Group. We’re real people, working with real people just like you. We are genuine, knowledgeable, know the market and are here to simplify your financial life through every life stage. Our webinar series offers a variety of topics for you and your family.
Making the Most of Your Charitable Giving Plans
With the end of the year approaching, now is a good time to design your year-end gifting strategy. Not only do your charitable gifts make good things happen but they are also a way to lessen your tax burden.
Getting Started in Your Medical Career: Creating Your Financial Wellness Plan
As an early career medical professional, you are balancing debt reduction, establishing a risk management plan, and thinking about ways to save for the future. This is the time to develop a financial plan that is designed to guide you through the years ahead.
Financial Wellness Planning for the Established Medical Professional
Whether you are a mid-career professional or nearing retirement, it’s a good time to review your financial picture. Are you investing wisely and balancing debt appropriately? Are you taking full advantage of all your retirement plan options?
Education Funding Strategies for Your Kids and Grandkids
College costs keep climbing making the importance of developing an education funding strategy early imperative. You may want to fund a portion of your child’s education, or all of it. There are many options available and now’s the time to customize your savings plan.
Investing for the Future - 5 Things You Need to Know
The first step in investing is defining your dreams for the future and setting goals. Some goals will be long term and some will be short term. Then you can decide which investment strategies will help you best meet your goals.
Business Transition Planning - Know What You Need Before You Transition
The most important goal to set when planning to exit your business is how much money you’ll need to be financially independent after your exit. It is critical to determine your post-retirement income expectations years in advance. Before you exit your business, you need to consider how much longer you want to work, the annual after-tax income you want during retirement and how your retirement affects your family.
Maximizing Business Retirement Plans for You and Your Employees
Establishing a retirement plan for your business will benefit you and your employees. Not only will it help everyone save for their future, but it may also help you attract and retain qualified employees. And don’t forget the tax advantages of a properly established plan. If you already have a plan, take the time to review and compare your plan to other options. Do you have the best plan option for your business?
Mid-Career Financial Planning Strategies
A typical mid-career professional is in their forties or early fifties and likely has a decade or more to go before retirement. Are you investing wisely and balancing debt appropriately? Sure you can read articles online and gather information from many sources, but you should have your financial plan established by a professional who understands the big picture. Financial planning changes as your career progresses and it is important for you to develop a plan to meet your near-term and long-term goals.
Nearing Retirement Financial Planning Strategies
When you were in your twenties and thirties, retirement probably seemed unimaginably distant. Now, if you are in your late fifties or beyond, you are getting close to enjoying the rewards of a lifetime of saving and investing. But there are still crucial decisions to make that can affect your happiness in the next few years and your financial security later in life.
Estate and Trust Planning is for Every Income Earner - Plan and Prepare
Whether your young and single, married, have children or are looking forward to retirement, everyone needs a basic estate plan. In every stage of life there is a need for documents to protect you and your loved ones in case the unexpected should happen. From basic estate plans to complicated trusts, it all starts with understanding what you need and why.
Is Your Money Working for You? A Plan for All Your Assets
Money is a tool that can help you achieve your goals. Your money needs to work for you. As you invest it is important to diversify your portfolio and set specific goals. Think about the things you need to pay for like a child’s education, a new home or early retirement. These goals may help you drive the types of investment you choose to use.
Multigenerational Planning - Inheritance Dollars and Sense
Multigenerational planning includes developing a tax-advantaged plan to pass along wealth that meets your goals as well as preparing and educating the younger generation. Wealth created by one generation can provide for and deeply enrich the lives of generations to follow. However, an inheritance may also pose challenges -- to those who have earned it, as well as to those who will inherit it.
Financial Planning Before and After a Divorce
There's no doubt about it — going through a divorce can be an emotionally trying time. In addition to the emotional impact a divorce can have, it's important to be aware of how your financial position will be impacted. Now, more than ever, you need to make sure that your finances are on the right track.
Financial Planning Considerations When Blending Your Family
Whether you are getting married for the first time, or getting remarried, you and your partner need to discuss how you handle your finances. Are you financial goals in alignment? Money issues can be troublesome when you remarry, because you may feel financially vulnerable if a previous marriage ended because of financial troubles.
Financial Planning For Later Stages in Life - For You and Your Parents
Creating an action plan for successful aging and retirement is an important step to help you and your family navigate this seasons of your life. Don’t wait for a crisis. Creating, reviewing and adapting your plan in the later stages of life will help you provide for your family and yourself as your needs change.