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Blog & Tools
Between you and your money, you can make it happen. We can help.
Retirement
Summit Financial Advisors
Retirement Account Rollovers
Retirement, Protecting Your Finances, Financial Planning, SFA
A rollover is the movement of funds from one retirement savings vehicle to another. You may want to make a rollover for any number of reasons — your employment situation has changed, you want to switch investments, or you've received death benefits from your spouse's retirement plan. There are two possible ways that retirement funds can be rolled over.
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Summit Financial Advisors
The Retirement Mind Game
Retirement, Investing, SFA
Your outlook may influence your financial outcome. What kind of retirement do you think you’ll have? Qualitatively speaking, what if the success or failure of your retirement begins with your perception of retirement?
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Summit Financial Advisors
A Retirement Fact Sheet
Retirement, Financial Planning, SFA
Does your vision of retirement align with the facts? Here are some noteworthy financial and lifestyle facts about life after 50 that might surprise you. 
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Red SHOES Financial Wellness Program
Are you missing out on free retirement money?
Red Shoes, Retirement, Money Tips
The free money we’re talking about has to do with retirement contributions. Many employers will match a portion of the money their employees contribute to their employer-sponsored retirement account.
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Financial Advisor at Any Stage of Life
Why Having a Financial Coach Helps at Any Stage
Money Smarts, Financial Freedom, Retirement
Whether you’re looking to save, spend or invest, Summit financial coaches are here to help. See what you could accomplish with a little extra support from our experts
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summit financial advisors blog
Job Change? Don't Ignore Your Retirement Plan Dollars
SFA, Retirement, Job Seeking
A Message from Summit Financial Advisors

It is probably one of your biggest assets. Don’t ignore it. People change jobs all the time, but many forget some important details – like their retirement plan money and leave it in their old employer’s sponsored pension or 401(k) plan. Could this be you?
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