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Blog & Tools
Between you and your money, you can make it happen. We can help.
summit financial advisors blog
The ABCs of 529 Plans
SFA, Family, Student
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?
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summit financial advisors blog
Women: Living in the Sandwich Generation
SFA, Family
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.
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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
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
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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