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Blog & Tools
Between you and your money, you can make it happen. We can help.
Blog
Helping our communities, one person at a time.
Helping our communities, one person at a time.
Infographic, Protecting Your Finances, Financial Education
Even in these challenging times, there's  whole lot of good happening! At Summit, we've always believed financial success happens together and that's been truer than ever this past month. Here's what "together" has meant for our community.
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Summit Financial Advisors
Key Provisions of the CARES Act
Investing, SFA, Financial Planning
Distributions can be waived in 2020 for Inherited Accounts, 401(k)s, and IRAs. The CARES Act has far-reaching implications for many. Here are the most important provisions to keep in mind.
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Ways to be more eco-friendly
8 Ways to Be More Eco-Friendly (and Save Money)
Financial Freedom, Saving, Budgeting Tips
Simple, everyday choices can reduce consumption and our impact on the environment. Learn ways to be more eco-friendly…and your spending at the same time!
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Free Webinar: Woman on Computer
Managing Your Money in Uncertain Times
Webinar, Money Tips, Budget
Learn money management tips and tools to better understand your personal finances. Topics including knowing where you stand, using what you have, saving, budgeting and changing your financial habits to get you through uncertain times.
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Summit Financial Advisors
Handling Market Volatility
SFA, Investing
Conventional wisdom says that what goes up must come down. But even if you view market volatility as a normal occurrence, it can be tough to handle when your money is at stake. Though there's no foolproof way to handle the ups and downs of the stock market, the following common-sense tips can help.
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Summit Financial Advisors
IRA and Retirement Plan Limits for 2020
Retirement, Investing, SFA
Learn the 2020 info for IRA contribution limits, Traditional IRA limits, Roth IRA income limits and employer retirement plans.
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