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Blog & Tools
Between you and your money, you can make it happen. We can help.
Blog
Summit Financial Advisors
Retirement Blindspots
SFA, Retirement
We all have our “blue sky” visions of the way retirement should be, yet our futures may unfold in ways we do not predict. So, as you think about your “second act,” you may want to consider some life and financial factors that can suddenly arise.
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Summit Financial Advisors
Annual Financial To-Do List
Financial Planning, SFA
What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement fund to managing your taxes.
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Woman with hiking gear on stands looking out over mountain scenery.
3 Reasons Financial Wellness Should Be One of Your New Year’s Resolutions
Financial Freedom, Money Smarts
Are you struggling to come up with the perfect New Year’s resolution? Here are three great reasons why focusing on your finances should be a priority this year!
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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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