Blog & Tools
Between you and your money, you can make it happen. We can help.
Between you and your money, you can make it happen. We can help.
Family
March 28, 2018
You want to take care of the people you love. One of the most important ways you can do that? By taking the time to deal with end-of-life issues. We know: It’s not a topic that most of us want to think about. But we’ve all heard stories of someone getting sick or dying without planning ahead and what their family had to go through.
November 8, 2017
Remember how exciting the holidays were when you were a kid? It always felt like there was a little bit of magic in the air as you made cookies, decorated the house and hid presents in the closet.
July 11, 2017
Have a family or thinking of starting one soon? Check out some advice from our very own CEO and President, Kim Sponem on spending and saving with the family in mind.
June 20, 2017
Provided by Summit Financial Advisors
May 16, 2017
If you're already saving for college, you've probably heard about 529 plans. 529 plans are revolutionizing the way parents and grandparents save for college, similar to the way 401(k) plans revolutionized retirement savings. Americans are pouring billions of dollars into 529 plans, and contributions are expected to increase dramatically in the coming decade. Where did these plans come from, and what makes them so attractive?
April 20, 2017
At a time when your career is reaching a peak and you are looking ahead to your own retirement, you may find yourself in the position of having to help your children with college expenses or the financial challenges of young adulthood while at the same time looking after the needs of your aging parents. Squeezed in the middle, you're in the "sandwich generation"--a group loosely defined as people in their 40s to 60s who are "sandwiched" between caring for children and aging parents.