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Blog & Tools
Between you and your money, you can make it happen. We can help.
Protecting Your Finances
summit financial advisors blog
COMMON FACTORS AFFECTING RETIREMENT INCOME
Financial Freedom, Protecting Your Finances, Investing
Presented by Summit Financial Advisors
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how to spend your tax return
BEST WAYS TO SPEND YOUR TAX RETURN
Money Tips, Protecting Your Finances, Worth Saving For
Tax return season is here! It’s officially time for lobster dinners, spa days and filling your virtual shopping bag, right? Not so fast. Before you start fulfilling your cash daydreams, take the time to fully vet your financial situation. It’s okay to spend it—just keep your financial wellness in mind when you do.
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summit financial advisors blog
CHOOSING RETIREMENT OPTIONS
Family, Money Tips, Protecting Your Finances, Retirement
A message from Summit Financial Advisors

We often think about those we love … the people we hope to be with in the years to come. Part of being there is making sure we don’t become a burden to loved ones during retirement. And that means choosing your retirement options wisely.
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Budgeting Basics
BUDGETING BASICS
Financial Freedom, Money Tips, Protecting Your Finances, Worth Saving For
We should all be budgeting our money, no matter what our financial goals. Time to get that brand new car? Down payment on your first house? What about just creating a savings cushion or paying down some credit card debt? As you start budgeting, we’ve laid out a few basic rules to get you on your way. You never know how much savings you can find by starting now.
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Avoid creating money traps
AVOID CREATING YOUR OWN MONEY TRAPS
Financial Freedom, Money Tips, Protecting Your Finances
Trap #1:  Avoiding your savings account. Are you one of those people whose entire paycheck goes straight into your checking account? One of the problems with liquid funds is they seem to go down the drain more quickly.
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