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Blog & Tools
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Financial Planning
Woman working on laptop
Conducting Your Mid-Year Financial Checkup
SFA, Financial Planning
While there’s still plenty of time to enjoy the rest of summer, we encourage you to slow down and check up on your financial well-being.
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Multiple generations of females with cat
Building a Healthy Financial Foundation
SFA, Financial Planning, Saving Tips
When you read about money matters, you will sometimes see the phrase, “getting your financial house in order.” What exactly does that mean? 
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Older couple looking on at younger family
Don't Let Today's Financial Obligations Hinder Tomorrow's Financial Plan
SFA, Financial Planning
From mortgages to utility bills, you have many monthly financial obligations to fulfill, and the ongoing billing cycle can make planning for tomorrow seem impossible. Before you look to the future, however, it's important that you make your everyday expenses more manageable.
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Summit Financial Advisors
The Only Guarantee: There are No Guarantees in Life
SFA, Financial Planning
Provided by Summit Financial Advisors

Your life savings, or "nest egg," may be more fragile than you think. There are many life events that can cause unexpected financial decisions and derail your financial well-being. A financial professional can help you identify those surprises and be prepared if they occur.
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Summit Financial Advisors
Annual Financial To-Do List
Financial Planning, SFA
What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement fund to managing your taxes.
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Summit Financial Advisors
401(k) Plan Rollovers: 5 Frequently Asked Questions
Retirement, Financial Planning, SFA
Provided by Summit Financial Advisors
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