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Blog & Tools
Between you and your money, you can make it happen. We can help.
SFA
Summit Financial Advisors
Handling Market Volatility
SFA, Investing
Conventional wisdom says that what goes up must come down. But even if you view market volatility as a normal occurrence, it can be tough to handle when your money is at stake. Though there's no foolproof way to handle the ups and downs of the stock market, the following common-sense tips can help.
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Summit Financial Advisors
IRA and Retirement Plan Limits for 2020
Retirement, Investing, SFA
Learn the 2020 info for IRA contribution limits, Traditional IRA limits, Roth IRA income limits and employer retirement plans.
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Summit Financial Advisors
Creating a Retirement Strategy
Retirement, Financial Planning, SFA
Too many people retire with doubts, unsure if they have enough retirement money and uncertain of what their tomorrows will look like. You can save, invest, and act on your vision of retirement now to chart a path toward your goals and the future you want to create for yourself.
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QUARTERLY ECONOMIC UPDATE: Q4 2019
SFA
A review of Q4 2019, Presented by Summit Financial Advisors
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Summit Financial Advisors
Annual Financial To-Do List
Financial Planning, SFA
What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement fund to managing your taxes.
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Summit Financial Advisors
End-of-the-Year Money Moves
Wealth Management, Protecting Your Finances, SFA
What has changed for you in 2019? Did you start a new job or leave a job behind? Did you retire? Did you start a family? Even if your year has been relatively uneventful, the end of the year is still a good time to get cracking and see where you can manage your tax bill and/or build a little more wealth. 
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