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Blog & Tools
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SFA
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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Summit Financial Advisors
The Different Types of IRAs
IRA, Worth Saving For, SFA
What don’t you know? Many Americans know about Roth and traditional IRAs, but there are other types of Individual Retirement Arrangements. Here’s a quick look at all the different types of IRAs
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Summit Financial Advisors
YOUR YEAR-END FINANCIAL CHECKLIST
Financial Planning, Protecting Your Finances, SFA
Seven aspects of your financial life to review as the year draws to a close. Find out what you should check off your list.
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Summit Financial Advisors
Getting Your Personal Finances in Shape for 2019
Financial Planning, Money Tips, SFA
You need not wait for 2019 to plan improvements to your finances. You can begin now. The last few months of 2018 give you a prime time to examine critical areas of your budget, your credit, and your investments.
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Summit Financial Advisors
An Estate Planning Checklist
Estate Planning, Money Smarts, SFA
What to check (and double-check).
Create a will if you do not yet have one. A valid will may save your heirs from some expensive headaches linked to probate and ambiguity. A solid will drafted with the guidance of an estate planning attorney will likely cost you a bit more than a “will-in-a-box,” but may prove worth the expense.
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