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Blog & Tools
Between you and your money, you can make it happen. We can help.
Family
power of attorney q and a
How to Get the Power … of Attorney!
Protecting Your Finances, Family
Power of attorney (POA) certainly sounds like fancy paperwork jargon that no one has time to learn about. We know. However, as you start getting a little deeper into your finances, you’ll realize how important a POA can be if you end up needing one.
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red shoes
Wish your life had a little less clutter? Start dealing with it now!
Red Shoes, Home Improvement, Family
Sure, decluttering might seem like the craziest thing we could suggest in the middle of making the holiday magic happen, but here’s the thing: maybe it could actually bring you a little more joy this holiday season.
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summit financial advisors blog
WILL YOU AVOID THESE ESTATE PLANNING MISTAKES?
Family, Protecting Your Finances, Investment
Many people plan their estates diligently, with input from legal, tax, and financial professionals. Others plan earnestly, but make mistakes that can potentially affect both the transfer and destiny of family wealth. Here are some common and not-so-common errors to avoid.
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Harvest Your Savings
HARVEST YOUR SAVINGS
Worth Saving For, Entertainment, Family
To help you take advantage of the beautiful fall season (and your continued success in owning your financial life), we’ve compiled a few places visit this fall season that will put you in the fall mood, all the while saving some cash.

Take a look at our line up below and enjoy the season!
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summit financial advisors blog
WHAT TYPE OF LIFE INSURANCE IS RIGHT FOR YOU?
Investment, Protecting Your Finances, Family
A message from Summit Financial Advisors

Once you’ve determined how much life insurance coverage you need, what type of policy should you buy? You can choose a term life policy, a cash value policy or a combination of both.
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red shoes
DON’T LET KIDS’ ACTIVITIES BREAK THE BANK! OWN EXTRACURRICULAR SPENDING TODAY!
Family, Kids, Red Shoes
You’ve color-coded each child’s activities on the family calendar. Arranged to get your kids to piano lessons every Tuesday. And coordinated the soccer snack schedule with notes on every kids’ food allergies. But there might be one thing you haven’t tackled yet: Figuring out how to pay for all those great activities without a second mortgage.
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