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Blog & Tools
Between you and your money, you can make it happen. We can help.
Protecting Your Finances
power of attorney q and a
How to Get the Power … of Attorney!
Protecting Your Finances, Family
Power of attorney (POA) certainly sounds like fancy paperwork jargon that no one has time to learn about. We know. However, as you start getting a little deeper into your finances, you’ll realize how important a POA can be if you end up needing one.
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summit financial advisors blog
Which Type of IRA is Right for You?
SFA, Retirement, Protecting Your Finances
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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summit financial advisors blog
Plan now for income during your retirement
SFA, Career, Protecting Your Finances
A message from the Summit Financial Advisor Program
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Stay Safe with these Online Shopping Tips
Five Tips for Safe Online Shopping
Online Shopping, Protecting Your Finances, Shopping
The holiday season is quickly approaching, which likely means you will be doing some online shopping. While making purchases online has become simple and quick, there are still some risks to consider. Keep reading for five tips to keep in mind as you shop this year for you and yours!
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Evaluate Your Health Coverage
Three Tips to Evaluate Your Health Coverage
Health, Insurance, Bills, Protecting Your Finances
The upcoming year’s end brings a pretty important topic to everyone: open enrollment. While the process might be a little cumbersome, it’s completely necessary. To help with some of that extra work, we’ve compiled a few things to keep in mind as you evaluate your current health care, and what you should consider in deciding if you should make any changes to your current plan.
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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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