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Your financial success. That's the plan.

Your Financial Success. That’s The Plan!

At Tufford~Hughes & Associates, we believe that creating a customized financial plan and strategy is the only way to help build a strong foundation to reach your goals. We first take the time to truly understand you, your values and objectives. It is only then that we will begin to utilize a diverse portfolio of resources to better suit your unique situation and craft an individualized game plan. And then our professionals provide ongoing advice to help keep your plan on course. It’s the Tufford~Hughes way – and it’s the personalized way that we’ve been working with clients since 1972. 

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Investment Services

 
 

Retirement Planning

 
 

Estate Planning

 
 

Insurance

 
 

Financial Transitions

 
 

Business Planning

 
 

Corporate Retirement

 
 

Tax Resources

 

Helpful Content

Insurance Needs Assessment: When You're Young and Single

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

Wedding Budget Calculator

Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

Asset Allocation

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

 

Impact Investing or Philanthropy

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

Life Insurance Myths: Debunked

Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.

Medicare Advantage Plans (Medicare Part C)

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

Pullbacks, Corrections, and Bear Markets

When the market experiences volatility, it may be a good time to review these common terms.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

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College Savings

See how much you may need to save now to cover future college costs for your child.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

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Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Surprises

Making the most of surprises is a great reason to work with us.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

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