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Blog & Tools
Between you and your money, you can make it happen. We can help.
Protecting Your Finances
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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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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Credit Card Tips on the computer
FOUR CREDIT CARD TIPS FOR YOUNG PROFESSIONALS
Credit, Protecting Your Finances, Working It
According to recent studies, the younger working class takes on credit card debt faster than any other generation, but pay it back much more slowly. While the recent economy has sparked much of this habit, the lasting consequences are troubling. Check out the following tips to help you improve your financial future and avoid long-term debt.
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summit financial advisors blog
THE FUTURE’S SO BRIGHT
Protecting Your Finances, Investing, Worth Saving For
A message from Summit Financial Advisors

Back in the ‘80s, there was a hit song titled, “The Future’s So Bright, I Gotta Wear Shades.” When you think ahead to your retirement, does that phrase come to mind? It could.
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