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Blog & Tools
Between you and your money, you can make it happen. We can help.
Investment
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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summit financial advisors blog
WAYS TO SAVE FOR COLLEGE
Investment, Money Tips, Worth Saving For, Kids
How expensive will college be tomorrow? The Department of Education projects that by 2030, the tuition cost of obtaining a four-year degree at a public university will surpass $200,000. Staggering? Indeed, but college is plenty expensive already. In 2012, tuition averaged $15,100 a year at public colleges and $32,900 a year at private colleges.1
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summit financial advisors blog
SAVING FOR RETIREMENT AND A CHILD'S EDUCATION AT THE SAME TIME
Family, Kids, Worth Saving For, Retirement, Investment
You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two? The truth is, saving for your retirement and your child's education at the same time can be a challenge. But take heart—you may be able to reach both goals if you make some smart choices now.

Know what your financial needs are
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summit financial advisors blog
PUTTING YOUR TAX REFUND TO WORK
Financial Freedom, Investment, Worth Saving For
What could that money potentially help you to accomplish?
Provided by Summit Financial Advisors

Should your refund be spent? In 2014, more than 109 million tax filers received federal tax refunds, with the average refund at $2,792. What happens to that money?1
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house and car what are certificates
WHAT ARE CERTIFICATES AND WHY SHOULD I CARE?
Investment, Money Tips, Worth Saving For
So what are certificates? And why should you care? Put plainly, certificates are a simple, secure way to invest your money. There are specific requirements and options, but ultimately, they can help you grow your money faster than you could in a traditional savings account.
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summit financial advisors blog
WHICH TYPE OF IRA IS RIGHT FOR YOU?
Financial Freedom, Investment, Retirement, Worth Saving For
A message from the Summit Financial Advisor Program

There are two main types of IRAs – traditional IRAs and Roth IRAs – and both offer tax advantages.
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