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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 best suit your unique situation and craft an individualized game plan. And then we provide ongoing advice to help keep your plan on course. It’s the Tufford~Hughes way – and it’s the unique way that we’ve been working with clients since 1972.

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Helpful Content

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Tax Reform: Before and After

Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

 

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Choosing a Mortgage

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

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

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