summit-bracket2 bracket2 atm-outline location-pin-outline location-pin-filled atm-filled calendar2 bracket google-play[2] app-store summit-location-pin-lg code lock user worksheets phone print programs open pdf checkmark-form close-x close download checkmark-chart checklists blog-tools social-facebook social-google-plus social-pinterest LInkedIn-2C-128px-R instagram-rainbow social-twitter social-youtube ehl calendar calculators bracket22 checkmark email text-area-corner external-link success error information warning calendar-add-event auto-rates mortgage-rates home-equity new-certificates ncua summit-logo-itmoi arrow-left arrow-right checkmark2 summit-logo-white summit-bracket silhouette arrow-down arrow-up auto-rates2 blog calculators2 call ehl2 home-equity2 itmoi locate mortgage-rates2 new-certificates2 programs2 search summit-location-pin-sm tools clock
Blog & Tools
Between you and your money, you can make it happen. We can help.
SFA
Summit Financial Advisors
QUARTERLY ECONOMIC UPDATE: Q1 2021
SFA
A review of Q1 2021, Presented by Summit Financial Advisors.
Read More 
Summit Financial Advisors
The Only Guarantee: There are No Guarantees in Life
SFA, Financial Planning
Provided by Summit Financial Advisors

Your life savings, or "nest egg," may be more fragile than you think. There are many life events that can cause unexpected financial decisions and derail your financial well-being. A financial professional can help you identify those surprises and be prepared if they occur.
Read More 
Summit Financial Advisors
2020 IRA Deadlines Are Approaching
SFA, Retirement, IRA
Provided by Summit Financial Advisors

Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines.
Read More 
Summit Financial Advisors
Retirement Blindspots
SFA, Retirement
We all have our “blue sky” visions of the way retirement should be, yet our futures may unfold in ways we do not predict. So, as you think about your “second act,” you may want to consider some life and financial factors that can suddenly arise.
Read More 
Summit Financial Advisors
QUARTERLY ECONOMIC UPDATE: Q4 2020
SFA
A review of Q4 2020, Presented by Summit Financial Advisors.
Read More 
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.
Read More