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Investment
how to make your own luck
Make Your Own Luck
Financial Freedom, Investment
In the spirit of the Irish, we’re all about luck this month. Not gold-behind-the-rainbow luck but rather making your own luck. To start the upcoming spring strong, we have a few tips to put yourself in the driver’s seat of your money goals.

Whether it’s a down payment for a new ride or hitting the fitness list, we have a few ways for you to get “lucky” or, as we like to say, own it.
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summit financial advisors blog
WILL YOU AVOID THESE ESTATE PLANNING MISTAKES?
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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summit financial advisors blog
GET IN THE GAME
Investment, Money Tips, Protecting Your Finances
A message from Summit Financial Advisors
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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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