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Between you and your money, you can make it happen. We can help.
Blog
Summit Financial Advisors
End-of-the-Year Money Moves
Wealth Management, Protecting Your Finances, SFA
What has changed for you in 2020? For many, this year has been as complicated as learning a new dance. Did you start a new job or leave a job behind? That’s one step. Did you retire? There’s another step. Did you start a family? That’s practically a pirouette. If notable changes occurred in your personal or professional life, then you may want to review your finances before this year ends and 2021 begins.
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Summit Financial Advisors
An Estate Planning Checklist
Estate Planning, Money Smarts, SFA
What to check (and double-check).
Create a will if you do not yet have one. A valid will may save your heirs from some expensive headaches linked to probate and ambiguity. A solid will drafted with the guidance of an estate planning attorney will likely cost you a bit more than a “will-in-a-box,” but may prove worth the expense.
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Guide to Mindful Spending Webinar
Personal and Business Finances
Webinar, Small Business, Entrepreneurship
Effective money management is critical to your entrepreneurial success. This session will guide you in organizing your money, separating your personal and business finances, opening business accounts, and setting yourself up to get the support and financing you need to grow. You’ll learn strategies to manage an irregular income and resources that can help you achieve personal and business success.
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Homebuying Webinar
My Money, My Business Money: Tips for Success
Webinar, Small Business, Entrepreneurship
Managing money between home and work can be hard and often uncertain. A panel of credit union and entrepreneurial experts discuss the connection between personal and business money. Learn what it takes personally to self-fund your business, and how you can work to get the money you need from outside sources to grow and thrive. We’ll cover tips for success including managing your money, knowing who to ask for help, common questions to ask, and resources available.
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Using Summit Money Minder Webinar
Getting to Yes: Planning and Funding Your Business
Webinar, Small Business, Entrepreneurship
Learn the nuts and bolts of a winning business plan, plus what financial institutions look for in a business and business plan during the loan application process.
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Summit Financial Advisors
401(k) Plan Rollovers: 5 Frequently Asked Questions
Retirement, Financial Planning, SFA
Provided by Summit Financial Advisors
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