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.
Investing
Your outlook may influence your financial outcome. What kind of retirement do you think you’ll have? Qualitatively speaking, what if the success or failure of your retirement begins with your perception of retirement?
Provided by Summit Financial Advisors.
As a woman, you have financial needs that are unique to your situation in life. Perhaps you would like to buy your first home. Maybe you need to start saving for your child's college education. Or you might be concerned about planning for retirement. Whatever your circumstances may be, it's important to have a clear understanding of your overall financial position.
As a woman, you have financial needs that are unique to your situation in life. Perhaps you would like to buy your first home. Maybe you need to start saving for your child's college education. Or you might be concerned about planning for retirement. Whatever your circumstances may be, it's important to have a clear understanding of your overall financial position.
A message from the Summit Financial Advisor Program
Tax return season is here, which means there’s a chance some extra cash is coming your way. Before you indulge in a tropical getaway or pre-order VIP concert tickets, take the time to responsibly consider your financial situation. That doesn’t mean you shouldn’t treat yourself—just make sure your spending is aligned with your financial goals.
With new technology giving you the option to manage your finances from just about anywhere, we’ve put together a few guidelines for you to help make sure you keep your financial information private.
This month we thought we’d showcase the journey of our 2016 Project Money Winners, Drew and Liz Ehlert! Check out how these two did and all their awesome learnings along the way. You’ll probably learn something—we sure did!