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Investing and wealth management articles from Summit Financial Advisors.
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Women, Money, and The Longer Term
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How many short-term financial decisions do you make each week? You probably make more than a few, and they may feel routine. Yet, in managing these day-to-day issues, you may be drawn away from making the long-term money decisions that could prove vital to your financial well-being.
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Wise Decisions With Retirement In Mind
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Some retirees succeed at realizing the life they want; others don’t. Fate aside, it isn’t merely a matter of investment decisions that makes the difference. There are certain dos and don’ts – some less apparent than others – that tend to encourage retirement happiness and comfort.
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IRA Deadlines Are Approaching
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Provided by Summit Financial Advisors Financially, many of us associate spring with taxes – but we should also associate December with important IRA deadlines.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member
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Not Insured by NCUA or Any Other Government Agency
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The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Summit Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit
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