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Blog & Tools
Between you and your money, you can make it happen. We can help.
Financial Planning
Summit Financial Advisors
Retirement Account Rollovers
Retirement, Protecting Your Finances, Financial Planning, SFA
A rollover is the movement of funds from one retirement savings vehicle to another. You may want to make a rollover for any number of reasons — your employment situation has changed, you want to switch investments, or you've received death benefits from your spouse's retirement plan. There are two possible ways that retirement funds can be rolled over.
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Summit Financial Advisors
A Woman’s Financial Reality
Financial Planning, SFA
Your financial future is up to you…and no one else. Will this be your future? Did you know that 30% of American women age 65 and older rely on Social Security for 90% or more of their incomes? Did you know that SSI represents virtually the only source of income for 36% of unmarried, divorced or widowed American women who are 65 and older?
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Summit Financial Advisors
A Retirement Fact Sheet
Retirement, Financial Planning, SFA
Does your vision of retirement align with the facts? Here are some noteworthy financial and lifestyle facts about life after 50 that might surprise you. 
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Files of tax information
4 Steps to Make Tax Prep Easier
Taxes, Financial Planning
For most of us, filing taxes is right up there with having a root canal: inevitable, painful and something we’ll put off for as long as we possibly can. But taxes aren’t going away any time soon, so let’s dig in and get ‘em done!
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Summit Financial Advisors
YOUR YEAR-END FINANCIAL CHECKLIST
Financial Planning, Protecting Your Finances, SFA
Seven aspects of your financial life to review as the year draws to a close. Find out what you should check off your list.
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Summit Financial Advisors
Getting Your Personal Finances in Shape for 2019
Financial Planning, Money Tips, SFA
You need not wait for 2019 to plan improvements to your finances. You can begin now. The last few months of 2018 give you a prime time to examine critical areas of your budget, your credit, and your investments.
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